+75.2%
RMD vs ONTO
+493.5%
-418.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.5% | +2.9% | +0.8% |
| 7D | +0.1% | +34.4% | -34.3% | -4.5% |
| 30D | +1.9% | -20.4% | +22.4% | +4.7% |
| 3M | +6.3% | -37.8% | +44.1% | +12.6% |
| 6M | +18.2% | -24.6% | +42.8% | +17.3% |
| YTD | +0.3% | +32.8% | -32.6% | -12.9% |
| 1Y | -4.3% | +54.7% | -59.0% | -19.8% |
| 3Y | +71.3% | +54.7% | +16.6% | +28.6% |
| 5Y | -1.8% | +134.0% | -135.8% | -38.9% |
| All | +75.2% | +493.5% | -418.2% | -34.8% |
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