+2.1%
GLDM vs ONTO
+27.4%
-25.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +11.1% | -11.9% | -1.7% |
| 7D | +4.7% | -14.0% | +18.7% | +5.8% |
| 30D | -0.9% | -43.1% | +42.2% | +4.0% |
| 3M | -4.3% | -35.5% | +31.2% | -1.3% |
| 6M | -13.4% | -41.1% | +27.7% | -11.5% |
| YTD | -5.8% | +9.8% | -15.6% | -10.5% |
| 1Y | +2.1% | +31.5% | -29.5% | -4.6% |
| All | +2.1% | +27.4% | -25.3% | -4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling