+106.7%
GLDM vs ONTO
+30.9%
+75.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -15.6% | +16.4% | +1.6% |
| 7D | +1.9% | -29.7% | +31.6% | +3.6% |
| 30D | -1.7% | -50.3% | +48.6% | +1.6% |
| 3M | -3.5% | -43.5% | +39.9% | -1.1% |
| 6M | -10.1% | -48.9% | +38.8% | -8.0% |
| YTD | -5.0% | -1.2% | -3.9% | -5.2% |
| 1Y | +2.8% | +14.9% | -12.1% | +2.2% |
| All | +106.7% | +30.9% | +75.8% | +116.8% |
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