+658.6%
ONTO vs RGEN
+111.5%
+547.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.2% | +7.3% | +6.6% |
| 7D | -1.0% | -4.9% | +3.9% | +0.9% |
| 30D | -2.9% | +5.7% | -8.6% | -5.1% |
| 3M | -2.5% | +32.4% | -34.9% | -14.4% |
| 6M | +28.2% | +33.2% | -5.0% | +10.9% |
| YTD | +69.8% | +2.3% | +67.5% | +63.9% |
| 1Y | +162.9% | +39.0% | +123.9% | +121.7% |
| 3Y | +95.9% | -4.6% | +100.6% | +82.8% |
| 5Y | +244.5% | -42.7% | +287.2% | +264.8% |
| All | +658.6% | +111.5% | +547.1% | +272.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling