+103.2%
GLD vs ONTO
+45.4%
+57.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +11.1% | -11.9% | -1.3% |
| 7D | +4.7% | -14.0% | +18.7% | +5.3% |
| 30D | -0.9% | -43.1% | +42.2% | +1.8% |
| 3M | -4.4% | -35.5% | +31.1% | -2.6% |
| 6M | -13.6% | -41.1% | +27.5% | -12.1% |
| YTD | -6.0% | +9.8% | -15.8% | -6.7% |
| 1Y | +1.8% | +31.5% | -29.8% | +0.5% |
| 3Y | +103.2% | +45.2% | +58.0% | +111.9% |
| All | +103.2% | +45.4% | +57.8% | +111.9% |
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