+238.0%
ONTO vs RSG
+89.4%
+148.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.1% | +7.2% | +6.2% |
| 7D | -1.0% | +0.3% | -1.3% | -1.0% |
| 30D | -2.9% | +7.6% | -10.5% | -3.0% |
| 3M | -2.5% | +7.4% | -9.9% | -3.4% |
| 6M | +28.2% | -3.3% | +31.5% | +29.9% |
| YTD | +69.8% | +6.0% | +63.8% | +67.5% |
| 1Y | +162.9% | -3.7% | +166.5% | +166.8% |
| 3Y | +95.9% | +59.1% | +36.8% | +54.5% |
| All | +238.0% | +89.4% | +148.6% | +141.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling