+54.5%
ONTO vs QS
-28.5%
+83.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -7.8% | +5.3% | -0.7% |
| 7D | +34.4% | -5.6% | +40.0% | +36.1% |
| 30D | -20.4% | -5.8% | -14.6% | -19.5% |
| 3M | -37.8% | -39.2% | +1.3% | -30.7% |
| 6M | -24.6% | -53.9% | +29.4% | -11.5% |
| YTD | +32.8% | -62.8% | +95.6% | +60.2% |
| 1Y | +54.7% | -73.5% | +128.2% | +96.8% |
| All | +54.5% | -28.5% | +83.0% | +55.0% |
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