+493.5%
ONTO vs RSG
+224.5%
+269.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -4.0% | -2.9% |
| 7D | +34.4% | +1.4% | +33.0% | +33.8% |
| 30D | -20.4% | +15.0% | -35.5% | -24.6% |
| 3M | -37.8% | +18.5% | -56.3% | -42.0% |
| 6M | -24.6% | +25.8% | -50.3% | -32.8% |
| YTD | +32.8% | +20.8% | +12.0% | +19.3% |
| 1Y | +54.7% | +24.8% | +29.9% | +35.9% |
| 3Y | +54.7% | +65.9% | -11.2% | +6.9% |
| 5Y | +134.0% | +99.1% | +34.9% | +38.4% |
| All | +493.5% | +224.5% | +269.0% | +168.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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