+123.6%
GDXJ vs ONTO
+124.4%
-0.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | -0.1% |
| 7D | -8.1% | +17.5% | -25.6% | -10.8% |
| 30D | -5.5% | -15.7% | +10.2% | -3.4% |
| 3M | -14.6% | -39.7% | +25.2% | -7.8% |
| 6M | -23.2% | -26.5% | +3.3% | -21.2% |
| YTD | -13.0% | +29.0% | -42.0% | -18.5% |
| 1Y | +2.8% | +57.0% | -54.2% | -6.5% |
| 3Y | +221.5% | +50.0% | +171.5% | +181.0% |
| All | +123.6% | +124.4% | -0.7% | +65.1% |
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