+45.2%
ONTO vs WSM
+245.0%
-199.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.8% | +12.8% | +11.9% |
| 7D | -14.0% | +0.5% | -14.6% | -14.6% |
| 30D | -43.1% | +6.0% | -49.1% | -45.1% |
| 3M | -35.5% | +3.2% | -38.7% | -37.1% |
| 6M | -41.1% | +37.1% | -78.2% | -50.4% |
| YTD | +9.8% | +44.2% | -34.4% | -10.0% |
| 1Y | +31.5% | +34.2% | -2.7% | +11.5% |
| 3Y | +45.2% | +249.3% | -204.1% | +4.5% |
| All | +45.2% | +245.0% | -199.9% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded WSM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling