+60.9%
RMD vs ONTO
+688.0%
-627.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.3% |
| 7D | -4.7% | +9.4% | -14.1% | -6.2% |
| 30D | +0.2% | -4.4% | +4.7% | +0.5% |
| 3M | +12.0% | +1.6% | +10.4% | +8.0% |
| 6M | -12.5% | +45.3% | -57.8% | -22.6% |
| YTD | -7.9% | +76.4% | -84.3% | -22.4% |
| 1Y | -20.4% | +167.2% | -187.5% | -39.5% |
| 3Y | +53.1% | +116.6% | -63.4% | +9.1% |
| 5Y | -22.1% | +263.7% | -285.9% | -55.6% |
| All | +60.9% | +688.0% | -627.1% | -42.0% |
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