+277.8%
GDXJ vs ONTO
+695.7%
-417.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.9% | -6.0% | -2.3% |
| 7D | +4.3% | +9.7% | -5.3% | +2.0% |
| 30D | +8.4% | -8.8% | +17.3% | +10.1% |
| 3M | +25.5% | +4.5% | +21.0% | +21.1% |
| 6M | -6.3% | +56.4% | -62.8% | -18.1% |
| YTD | +12.1% | +78.1% | -66.0% | -4.8% |
| 1Y | +51.1% | +171.3% | -120.2% | +16.2% |
| 3Y | +296.1% | +118.7% | +177.4% | +187.3% |
| 5Y | +228.1% | +269.4% | -41.3% | +84.0% |
| All | +277.8% | +695.7% | -417.9% | +22.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling