+43.1%
ONTO vs RGEN
+19.5%
+23.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | 0.0% | -8.6% | -8.7% |
| 7D | -17.4% | -3.5% | -13.9% | -16.5% |
| 30D | -43.2% | -6.0% | -37.2% | -42.3% |
| 3M | -35.7% | +19.0% | -54.7% | -38.3% |
| 6M | -38.3% | +50.7% | -89.0% | -46.0% |
| YTD | +17.1% | +8.8% | +8.3% | +15.0% |
| 1Y | +43.1% | +21.3% | +21.9% | +40.8% |
| All | +43.1% | +19.5% | +23.6% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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