+130.7%
ONTO vs WSM
+163.9%
-33.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.5% | -4.4% | -3.6% |
| 7D | +17.5% | 0.0% | +17.5% | +17.6% |
| 30D | -15.7% | +5.1% | -20.7% | -18.3% |
| 3M | -39.7% | +5.1% | -44.8% | -41.7% |
| 6M | -26.5% | +48.6% | -75.1% | -40.6% |
| YTD | +29.0% | +44.2% | -15.2% | +5.8% |
| 1Y | +57.0% | +38.1% | +18.9% | +31.1% |
| 3Y | +50.0% | +257.2% | -207.2% | -23.8% |
| All | +130.7% | +163.9% | -33.2% | +29.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling