+459.0%
ONTO vs RGEN
+119.6%
+339.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.8% | +4.6% | +2.9% |
| 7D | -2.4% | -2.4% | 0.0% | -1.0% |
| 30D | -32.9% | +0.1% | -33.0% | -32.6% |
| 3M | -32.2% | +6.6% | -38.8% | -34.1% |
| 6M | -30.6% | +40.9% | -71.5% | -41.2% |
| YTD | +25.1% | +6.2% | +18.9% | +18.8% |
| 1Y | +40.0% | +19.4% | +20.6% | +26.2% |
| 3Y | +45.7% | +17.9% | +27.8% | +26.0% |
| 5Y | +128.8% | -34.0% | +162.8% | +130.3% |
| All | +459.0% | +119.6% | +339.5% | +169.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling