+45.2%
ONTO vs QS
-30.4%
+75.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +4.1% | +6.9% | +10.1% |
| 7D | -14.0% | +5.4% | -19.5% | -14.9% |
| 30D | -43.1% | -5.3% | -37.8% | -42.4% |
| 3M | -35.5% | -22.6% | -12.9% | -31.7% |
| 6M | -41.1% | -46.2% | +5.1% | -33.0% |
| YTD | +9.8% | -58.9% | +68.7% | +29.5% |
| 1Y | +31.5% | -73.1% | +104.6% | +65.8% |
| 3Y | +45.2% | -27.2% | +72.4% | +43.4% |
| All | +45.2% | -30.4% | +75.6% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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