+124.2%
RSP vs ONTO
+658.6%
-534.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.2% | -6.6% | -1.6% |
| 7D | -0.8% | -1.0% | +0.3% | -0.6% |
| 30D | -0.3% | -2.9% | +2.6% | -0.6% |
| 3M | +4.3% | -2.5% | +6.7% | +1.7% |
| 6M | +8.8% | +28.2% | -19.4% | -1.0% |
| YTD | +15.3% | +69.8% | -54.5% | -1.9% |
| 1Y | +18.3% | +162.9% | -144.6% | -9.7% |
| 3Y | +52.8% | +95.9% | -43.1% | +11.7% |
| 5Y | +51.7% | +244.5% | -192.8% | -13.0% |
| All | +124.2% | +658.6% | -534.4% | -16.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling