+122.3%
SLV vs ONTO
+45.4%
+77.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +11.1% | -11.2% | -1.8% |
| 7D | +5.1% | -14.0% | +19.1% | +7.0% |
| 30D | -12.9% | -43.1% | +30.2% | -5.5% |
| 3M | -16.1% | -35.5% | +19.4% | -11.2% |
| 6M | -33.2% | -41.1% | +7.9% | -29.4% |
| YTD | -27.2% | +9.8% | -37.0% | -29.4% |
| 1Y | +7.6% | +31.5% | -23.9% | +2.3% |
| 3Y | +122.3% | +45.2% | +77.2% | +124.8% |
| All | +122.3% | +45.4% | +77.0% | +124.8% |
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