-24.6%
ONTO vs WSM
+44.5%
-69.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.5% | +2.0% | -0.8% |
| 7D | +34.4% | -3.2% | +37.6% | +36.0% |
| 30D | -20.4% | +4.6% | -25.1% | -22.3% |
| 3M | -37.8% | +2.4% | -40.3% | -38.9% |
| 6M | -24.6% | +43.7% | -68.2% | -38.9% |
| All | -24.6% | +44.5% | -69.1% | -38.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling