+96.9%
GLD vs ONTO
+51.5%
+45.4%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.9% | +3.0% | +0.3% |
| 7D | -4.6% | +17.5% | -22.1% | -5.4% |
| 30D | -5.5% | -15.7% | +10.2% | -4.8% |
| 3M | -10.9% | -39.7% | +28.8% | -8.9% |
| 6M | -17.4% | -26.5% | +9.0% | -16.9% |
| YTD | -10.3% | +29.0% | -39.3% | -11.8% |
| 1Y | -7.2% | +57.0% | -64.1% | -9.2% |
| 3Y | +96.9% | +50.0% | +46.9% | +98.8% |
| All | +96.9% | +51.5% | +45.4% | +98.8% |
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