-8.6%
ONON vs RMD
+49.9%
-58.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.3% |
| 7D | -2.1% | -4.4% | +2.3% | -0.6% |
| 30D | -11.6% | -3.1% | -8.5% | -10.7% |
| 3M | -30.1% | +13.8% | -43.9% | -33.5% |
| 6M | -30.5% | -8.6% | -21.9% | -28.9% |
| YTD | -41.0% | -8.6% | -32.4% | -39.7% |
| 1Y | -36.7% | -19.7% | -17.0% | -32.6% |
| 3Y | -8.6% | +48.4% | -57.0% | -24.5% |
| All | -8.6% | +49.9% | -58.5% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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