+269.4%
ONTO vs PSLV
+153.7%
+115.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.7% | +5.6% | +5.1% |
| 7D | +9.7% | +2.7% | +7.0% | +8.6% |
| 30D | -8.8% | +3.5% | -12.3% | -10.0% |
| 3M | +4.5% | +0.3% | +4.2% | +4.1% |
| 6M | +56.4% | -21.0% | +77.4% | +66.2% |
| YTD | +78.1% | -8.9% | +87.0% | +71.7% |
| 1Y | +171.3% | +54.0% | +117.3% | +112.8% |
| 3Y | +118.7% | +175.4% | -56.8% | +40.6% |
| 5Y | +269.4% | +157.7% | +111.7% | +125.9% |
| All | +269.4% | +153.7% | +115.7% | +125.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 5y: compounded portfolio wealth divided by compounded PSLV 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…
5y analysis · Full analysis span regression · 6 months rolling