+158.5%
RTX vs ONTO
+476.3%
-317.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.9% | +3.0% | +0.5% |
| 7D | +4.8% | +17.5% | -12.7% | +2.3% |
| 30D | +6.5% | -15.7% | +22.1% | +8.3% |
| 3M | -9.6% | -39.7% | +30.1% | -4.0% |
| 6M | +12.3% | -26.5% | +38.8% | +12.7% |
| YTD | +9.5% | +29.0% | -19.5% | -2.2% |
| 1Y | +15.8% | +57.0% | -41.1% | -0.4% |
| 3Y | +157.0% | +50.0% | +107.0% | +98.1% |
| 5Y | +148.8% | +127.3% | +21.6% | +55.5% |
| All | +158.5% | +476.3% | -317.8% | -10.9% |
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