+165.7%
SLV vs ONTO
+243.6%
-77.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.2% | -7.4% | -2.0% |
| 7D | -0.3% | -1.0% | +0.7% | -0.2% |
| 30D | +6.7% | -2.9% | +9.6% | +6.7% |
| 3M | -10.7% | -2.5% | -8.2% | -11.6% |
| 6M | -20.6% | +28.2% | -48.8% | -24.4% |
| YTD | -7.1% | +69.8% | -76.9% | -14.1% |
| 1Y | +62.0% | +162.9% | -100.9% | +43.3% |
| 3Y | +169.8% | +95.9% | +73.9% | +140.1% |
| All | +165.7% | +243.6% | -77.9% | +110.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling