+155.6%
RTX vs ONTO
+449.2%
-293.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +12.0% | -8.4% | +1.9% |
| 7D | -3.2% | +1.4% | -4.6% | -3.7% |
| 30D | +5.6% | -34.1% | +39.7% | +11.3% |
| 3M | -11.7% | -37.1% | +25.4% | -7.0% |
| 6M | +12.3% | -31.8% | +44.2% | +14.1% |
| YTD | +8.2% | +22.9% | -14.7% | -2.6% |
| 1Y | +12.6% | +39.5% | -26.9% | -1.2% |
| 3Y | +152.8% | +57.7% | +95.2% | +90.7% |
| 5Y | +140.2% | +115.8% | +24.4% | +51.3% |
| All | +155.6% | +449.2% | -293.6% | -11.3% |
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