+126.8%
RSP vs ONTO
+493.5%
-366.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | -0.4% |
| 7D | +1.8% | +34.4% | -32.6% | -3.8% |
| 30D | +3.5% | -20.4% | +23.9% | +6.8% |
| 3M | +0.2% | -37.8% | +38.1% | +7.5% |
| 6M | +9.1% | -24.6% | +33.7% | +9.7% |
| YTD | +16.6% | +32.8% | -16.2% | +2.3% |
| 1Y | +17.9% | +54.7% | -36.8% | -0.3% |
| 3Y | +64.6% | +54.7% | +9.9% | +24.3% |
| 5Y | +48.4% | +134.0% | -85.6% | -7.7% |
| All | +126.8% | +493.5% | -366.7% | -12.7% |
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