+138.2%
WM vs ONTO
+390.5%
-252.3%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +11.1% | -13.2% | -2.4% |
| 7D | +1.2% | -14.0% | +15.2% | +1.6% |
| 30D | +13.1% | -43.1% | +56.2% | +15.1% |
| 3M | +3.6% | -35.5% | +39.1% | +4.7% |
| 6M | +8.1% | -41.1% | +49.1% | +8.8% |
| YTD | +8.9% | +9.8% | -0.9% | +4.4% |
| 1Y | +20.3% | +31.5% | -11.2% | +13.6% |
| 3Y | +46.2% | +45.2% | +1.0% | +30.0% |
| 5Y | +59.9% | +86.7% | -26.8% | +32.7% |
| All | +138.2% | +390.5% | -252.3% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 10y: compounded portfolio wealth divided by compounded ONTO 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…
10y analysis · Full analysis span regression · 6 months rolling