+57.0%
ONTO vs RGEN
+8.1%
+48.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.8% | -3.6% | -3.2% |
| 7D | +17.5% | -3.3% | +20.8% | +18.9% |
| 30D | -15.7% | -5.8% | -9.8% | -13.4% |
| 3M | -39.7% | +0.2% | -39.9% | -39.3% |
| 6M | -26.5% | +56.8% | -83.3% | -37.8% |
| YTD | +29.0% | +2.4% | +26.6% | +34.5% |
| 1Y | +57.0% | +11.4% | +45.5% | +58.2% |
| All | +57.0% | +8.1% | +48.8% | +58.2% |
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