+49.8%
RSP vs ONON
-24.2%
+73.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -3.1% | -5.3% | +2.2% | -2.4% |
| 30D | -3.4% | -13.1% | +9.7% | -1.5% |
| 3M | +3.6% | -29.3% | +33.0% | +8.1% |
| 6M | +9.0% | -34.5% | +43.5% | +14.5% |
| YTD | +12.2% | -42.2% | +54.4% | +19.9% |
| 1Y | +15.6% | -37.3% | +52.9% | +21.5% |
| 3Y | +51.6% | -9.3% | +60.9% | +46.9% |
| All | +49.8% | -24.2% | +73.9% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 5y: compounded portfolio wealth divided by compounded ONON 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…
5y analysis · Full analysis span regression · 6 months rolling