+99.7%
ONTO vs QID
-73.9%
+173.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.5% | +5.8% |
| 7D | -1.0% | -0.6% | -0.4% | -1.6% |
| 30D | -2.9% | 0.0% | -2.9% | -1.8% |
| 3M | -2.5% | +3.7% | -6.2% | +11.1% |
| 6M | +28.2% | -29.9% | +58.1% | +3.5% |
| YTD | +69.8% | -28.8% | +98.6% | +41.2% |
| 1Y | +162.9% | -37.2% | +200.1% | +100.6% |
| All | +99.7% | -73.9% | +173.6% | +0.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling