+144.2%
RTX vs ONTO
+45.4%
+98.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +11.1% | -12.3% | -1.5% |
| 7D | -5.1% | -14.0% | +8.9% | -4.8% |
| 30D | +5.1% | -43.1% | +48.2% | +6.5% |
| 3M | -14.8% | -35.5% | +20.7% | -14.2% |
| 6M | +8.0% | -41.1% | +49.1% | +8.4% |
| YTD | +4.5% | +9.8% | -5.3% | +1.4% |
| 1Y | +9.8% | +31.5% | -21.7% | +5.7% |
| 3Y | +144.2% | +45.2% | +99.0% | +132.9% |
| All | +144.2% | +45.4% | +98.8% | +132.9% |
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 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