+45.2%
ONTO vs RGEN
+15.5%
+29.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +3.0% | +8.1% | +9.8% |
| 7D | -14.0% | -1.9% | -12.1% | -12.9% |
| 30D | -43.1% | +3.7% | -46.8% | -43.7% |
| 3M | -35.5% | +8.8% | -44.3% | -37.8% |
| 6M | -41.1% | +38.0% | -79.0% | -49.9% |
| YTD | +9.8% | +5.9% | +3.9% | +4.7% |
| 1Y | +31.5% | +19.7% | +11.9% | +18.1% |
| 3Y | +45.2% | +20.5% | +24.6% | +33.8% |
| All | +45.2% | +15.5% | +29.7% | +33.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling