+71.3%
RMD vs ONTO
+459.0%
-387.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -1.0% |
| 7D | +3.1% | -2.4% | +5.5% | +2.9% |
| 30D | +1.8% | -32.9% | +34.7% | +7.2% |
| 3M | +6.7% | -32.2% | +38.9% | +11.3% |
| 6M | +13.9% | -30.6% | +44.5% | +14.6% |
| YTD | -2.0% | +25.1% | -27.1% | -14.1% |
| 1Y | -5.4% | +40.0% | -45.4% | -19.3% |
| 3Y | +67.4% | +45.7% | +21.7% | +26.8% |
| 5Y | -5.7% | +128.8% | -134.5% | -41.5% |
| All | +71.3% | +459.0% | -387.8% | -35.7% |
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