+341.5%
ONTO vs QID
-96.2%
+437.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | +12.7% | -28.3% | -5.7% |
| 7D | -29.7% | +20.2% | -49.9% | -17.0% |
| 30D | -50.3% | +35.3% | -85.6% | -34.7% |
| 3M | -43.5% | +21.3% | -64.8% | -30.6% |
| 6M | -48.9% | +6.7% | -55.6% | -38.4% |
| YTD | -1.2% | -13.6% | +12.4% | +6.1% |
| 1Y | +14.9% | -11.0% | +25.9% | +27.7% |
| 3Y | +31.2% | -69.8% | +101.0% | -9.0% |
| 5Y | +68.1% | -74.1% | +142.2% | +42.6% |
| All | +341.5% | -96.2% | +437.8% | +47.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling