+695.7%
ONTO vs QSR
+48.3%
+647.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.4% | +7.3% | +6.2% |
| 7D | +9.7% | +0.1% | +9.6% | +9.5% |
| 30D | -8.8% | +5.9% | -14.7% | -12.0% |
| 3M | +4.5% | +10.5% | -6.0% | -3.0% |
| 6M | +56.4% | +7.7% | +48.7% | +46.5% |
| YTD | +78.1% | +16.8% | +61.3% | +57.3% |
| 1Y | +171.3% | +30.9% | +140.4% | +121.8% |
| 3Y | +118.7% | +28.2% | +90.5% | +74.0% |
| 5Y | +269.4% | +45.0% | +224.4% | +166.1% |
| All | +695.7% | +48.3% | +647.3% | +393.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling