+2.0%
RDW vs ONTO
+412.8%
-410.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.6% | -6.9% | -4.4% |
| 7D | +0.9% | +4.9% | -4.1% | -1.5% |
| 30D | -21.3% | -16.6% | -4.6% | -14.9% |
| 3M | -37.9% | -7.3% | -30.5% | -37.2% |
| 6M | +12.3% | +45.9% | -33.7% | -8.3% |
| YTD | +39.7% | +78.2% | -38.4% | +5.9% |
| 1Y | +25.7% | +159.8% | -134.1% | -17.7% |
| 3Y | +230.8% | +123.4% | +107.4% | +105.1% |
| 5Y | -8.8% | +265.8% | -274.6% | -53.8% |
| All | +2.0% | +412.8% | -410.8% | -48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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