+390.5%
ONTO vs RSG
+216.6%
+173.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.0% | +12.1% | +11.4% |
| 7D | -14.0% | +1.2% | -15.2% | -14.5% |
| 30D | -43.1% | +14.2% | -57.3% | -46.0% |
| 3M | -35.5% | +18.2% | -53.7% | -39.9% |
| 6M | -41.1% | +24.4% | -65.5% | -47.6% |
| YTD | +9.8% | +17.9% | -8.1% | -0.7% |
| 1Y | +31.5% | +22.3% | +9.2% | +16.0% |
| 3Y | +45.2% | +65.1% | -20.0% | -0.3% |
| 5Y | +86.7% | +97.9% | -11.2% | +9.4% |
| All | +390.5% | +216.6% | +173.8% | +123.3% |
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