-1.4%
RMD vs ONTO
+46.1%
-47.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -8.7% | +14.6% | +5.3% |
| 7D | -3.9% | -17.4% | +13.5% | -5.0% |
| 30D | +7.9% | -43.2% | +51.1% | +4.0% |
| 3M | +8.1% | -35.7% | +43.8% | +5.6% |
| 6M | +15.5% | -38.3% | +53.8% | +12.4% |
| YTD | +0.7% | +17.1% | -16.4% | -5.7% |
| 1Y | -1.4% | +43.1% | -44.5% | -7.4% |
| All | -1.4% | +46.1% | -47.5% | -7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling