+139.3%
WM vs ONTO
+459.0%
-319.8%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | +0.3% |
| 7D | +1.2% | -2.4% | +3.6% | +1.2% |
| 30D | +13.7% | -32.9% | +46.6% | +15.1% |
| 3M | +5.2% | -32.2% | +37.4% | +6.3% |
| 6M | +11.2% | -30.6% | +41.8% | +11.3% |
| YTD | +9.4% | +25.1% | -15.7% | +4.5% |
| 1Y | +20.4% | +40.0% | -19.6% | +13.8% |
| 3Y | +44.7% | +45.7% | -1.0% | +30.3% |
| 5Y | +58.5% | +128.8% | -70.3% | +29.4% |
| All | +139.3% | +459.0% | -319.8% | +45.0% |
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