+68.8%
RMD vs ONTO
+56.0%
+12.8%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +12.0% | -11.8% | -0.2% |
| 7D | +1.2% | +1.4% | -0.2% | +1.0% |
| 30D | +2.5% | -34.1% | +36.6% | +4.1% |
| 3M | +11.5% | -37.1% | +48.6% | +13.3% |
| 6M | +14.7% | -31.8% | +46.5% | +14.4% |
| YTD | -1.3% | +22.9% | -24.2% | -8.3% |
| 1Y | -5.3% | +39.5% | -44.8% | -13.4% |
| 3Y | +68.8% | +57.7% | +11.1% | +47.6% |
| All | +68.8% | +56.0% | +12.8% | +47.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling