+43.1%
ONTO vs QSR
+23.8%
+19.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +5.5% | -14.2% | -6.2% |
| 7D | -17.4% | +5.2% | -22.6% | -15.2% |
| 30D | -43.2% | +12.2% | -55.4% | -40.4% |
| 3M | -35.7% | +7.0% | -42.8% | -33.4% |
| 6M | -38.3% | -0.3% | -38.0% | -35.1% |
| YTD | +17.1% | +18.0% | -0.9% | +26.7% |
| 1Y | +43.1% | +22.6% | +20.5% | +53.0% |
| All | +43.1% | +23.8% | +19.3% | +53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 1y: compounded portfolio wealth divided by compounded QSR 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…
1y analysis · Full analysis span regression · 6 months rolling