+264.0%
SLV vs ONTO
+688.0%
-424.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.0% | +3.2% | +2.4% |
| 7D | +2.8% | +9.4% | -6.6% | +1.5% |
| 30D | +2.2% | -4.4% | +6.6% | +2.6% |
| 3M | +2.9% | +1.6% | +1.3% | +1.2% |
| 6M | -22.4% | +45.3% | -67.7% | -27.5% |
| YTD | -5.7% | +76.4% | -82.1% | -13.9% |
| 1Y | +63.3% | +167.2% | -103.8% | +41.7% |
| 3Y | +189.0% | +116.6% | +72.5% | +147.1% |
| 5Y | +172.7% | +263.7% | -91.1% | +109.1% |
| All | +264.0% | +688.0% | -424.0% | +127.4% |
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