+116.0%
SLV vs ONTO
+51.5%
+64.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.9% | +0.7% | -1.7% |
| 7D | -5.8% | +17.5% | -23.4% | -8.3% |
| 30D | -12.1% | -15.7% | +3.5% | -10.3% |
| 3M | -24.1% | -39.7% | +15.6% | -18.7% |
| 6M | -44.4% | -26.5% | -17.9% | -43.2% |
| YTD | -31.5% | +29.0% | -60.5% | -35.4% |
| 1Y | -6.9% | +57.0% | -63.9% | -14.2% |
| 3Y | +116.0% | +50.0% | +66.0% | +102.4% |
| All | +116.0% | +51.5% | +64.5% | +102.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling