+142.2%
WM vs ONTO
+508.7%
-366.5%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +8.9% | -7.7% | +1.0% |
| 7D | +0.8% | +16.4% | -15.6% | +0.2% |
| 30D | +13.8% | -21.4% | +35.2% | +14.6% |
| 3M | +6.4% | -32.7% | +39.1% | +7.7% |
| 6M | +13.2% | -25.2% | +38.4% | +13.1% |
| YTD | +10.8% | +36.2% | -25.5% | +5.5% |
| 1Y | +20.2% | +61.2% | -41.0% | +12.9% |
| 3Y | +46.5% | +58.7% | -12.2% | +31.5% |
| 5Y | +61.3% | +143.6% | -82.4% | +31.8% |
| All | +142.2% | +508.7% | -366.5% | +46.4% |
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