+58.4%
ONTO vs QID
-72.3%
+130.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -4.6% | +13.5% | +3.8% |
| 7D | +16.4% | -1.1% | +17.5% | +19.1% |
| 30D | -21.4% | +14.4% | -35.8% | -3.6% |
| 3M | -32.7% | +6.7% | -39.4% | -21.9% |
| 6M | -25.2% | +2.6% | -27.8% | -8.3% |
| YTD | +36.2% | -24.2% | +60.4% | +29.7% |
| 1Y | +61.2% | -22.3% | +83.5% | +59.4% |
| All | +58.4% | -72.3% | +130.7% | -7.7% |
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 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