+167.6%
GLDM vs ONTO
+459.0%
-291.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.8% | -4.4% | -2.7% |
| 7D | +2.9% | -2.4% | +5.3% | +2.8% |
| 30D | -3.9% | -32.9% | +29.0% | -2.5% |
| 3M | -8.1% | -32.2% | +24.1% | -6.9% |
| 6M | -14.7% | -30.6% | +15.9% | -14.1% |
| YTD | -6.6% | +25.1% | -31.7% | -7.9% |
| 1Y | -2.1% | +40.0% | -42.1% | -3.8% |
| 3Y | +107.7% | +45.7% | +62.0% | +101.9% |
| 5Y | +116.5% | +128.8% | -12.3% | +104.8% |
| All | +167.6% | +459.0% | -291.4% | +129.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling