+130.7%
ONTO vs QS
-90.5%
+221.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.2% | +2.3% | -1.6% |
| 7D | +17.5% | -14.0% | +31.5% | +21.9% |
| 30D | -15.7% | -6.4% | -9.3% | -14.5% |
| 3M | -39.7% | -40.3% | +0.5% | -31.7% |
| 6M | -26.5% | -57.5% | +31.0% | -9.9% |
| YTD | +29.0% | -64.7% | +93.7% | +63.0% |
| 1Y | +57.0% | -72.9% | +129.8% | +109.5% |
| 3Y | +50.0% | -33.5% | +83.5% | +35.1% |
| All | +130.7% | -90.5% | +221.2% | +223.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling