+459.0%
ONTO vs QID
-96.5%
+555.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.5% | +2.8% |
| 7D | -2.4% | +1.8% | -4.2% | +1.4% |
| 30D | -32.9% | +21.6% | -54.6% | -18.3% |
| 3M | -32.2% | +12.6% | -44.8% | -21.0% |
| 6M | -30.6% | +6.9% | -37.5% | -16.0% |
| YTD | +25.1% | -20.5% | +45.6% | +26.9% |
| 1Y | +40.0% | -18.1% | +58.1% | +46.9% |
| 3Y | +45.7% | -70.7% | +116.4% | -1.3% |
| 5Y | +128.8% | -77.2% | +206.0% | +78.3% |
| All | +459.0% | -96.5% | +555.6% | +76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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