+449.2%
ONTO vs RSG
+216.5%
+232.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | 0.0% | +12.0% | +12.0% |
| 7D | +1.4% | +0.3% | +1.1% | +1.1% |
| 30D | -34.1% | +13.8% | -47.9% | -37.5% |
| 3M | -37.1% | +15.4% | -52.5% | -40.8% |
| 6M | -31.8% | +24.1% | -56.0% | -39.3% |
| YTD | +22.9% | +17.8% | +5.1% | +11.2% |
| 1Y | +39.5% | +21.5% | +18.0% | +23.5% |
| 3Y | +57.7% | +63.3% | -5.6% | +9.1% |
| 5Y | +115.8% | +97.3% | +18.5% | +26.8% |
| All | +449.2% | +216.5% | +232.7% | +150.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling