+695.7%
ONTO vs RSG
+183.3%
+512.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.5% | +5.4% | +5.1% |
| 7D | +9.7% | -0.7% | +10.4% | +9.9% |
| 30D | -8.8% | +3.3% | -12.1% | -10.2% |
| 3M | +4.5% | +8.5% | -4.0% | -0.8% |
| 6M | +56.4% | -3.5% | +59.9% | +56.1% |
| YTD | +78.1% | +5.5% | +72.6% | +68.8% |
| 1Y | +171.3% | -1.7% | +173.0% | +165.8% |
| 3Y | +118.7% | +56.9% | +61.8% | +50.4% |
| 5Y | +269.4% | +89.4% | +180.0% | +114.1% |
| All | +695.7% | +183.3% | +512.3% | +279.5% |
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