+658.6%
ONTO vs WSM
+648.8%
+9.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.1% | +4.1% | +5.2% |
| 7D | -1.0% | -3.3% | +2.2% | +0.5% |
| 30D | -2.9% | -8.4% | +5.5% | +1.0% |
| 3M | -2.5% | +9.7% | -12.1% | -6.6% |
| 6M | +28.2% | +16.7% | +11.5% | +19.4% |
| YTD | +69.8% | +28.7% | +41.1% | +51.1% |
| 1Y | +162.9% | +13.7% | +149.2% | +146.7% |
| 3Y | +95.9% | +230.1% | -134.1% | +13.3% |
| 5Y | +244.5% | +179.0% | +65.5% | +103.8% |
| All | +658.6% | +648.8% | +9.8% | +170.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling