+115.8%
ONTO vs PSLV
+103.1%
+12.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.7% | +9.2% | +11.0% |
| 7D | +1.4% | +6.3% | -5.0% | -0.9% |
| 30D | -34.1% | -13.0% | -21.1% | -30.8% |
| 3M | -37.1% | -16.9% | -20.2% | -32.9% |
| 6M | -31.8% | -34.0% | +2.2% | -22.4% |
| YTD | +22.9% | -26.8% | +49.8% | +27.9% |
| 1Y | +39.5% | +7.7% | +31.9% | +24.6% |
| 3Y | +57.7% | +125.3% | -67.6% | +9.9% |
| 5Y | +115.8% | +103.8% | +12.0% | +39.6% |
| All | +115.8% | +103.1% | +12.8% | +39.6% |
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