+449.2%
ONTO vs QSR
+48.2%
+401.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.2% | +12.2% | +12.1% |
| 7D | +1.4% | +3.9% | -2.5% | -1.2% |
| 30D | -34.1% | +9.3% | -43.4% | -38.0% |
| 3M | -37.1% | +5.9% | -42.9% | -40.1% |
| 6M | -31.8% | -1.0% | -30.9% | -33.4% |
| YTD | +22.9% | +16.7% | +6.2% | +7.2% |
| 1Y | +39.5% | +18.6% | +20.9% | +20.1% |
| 3Y | +57.7% | +25.4% | +32.3% | +26.3% |
| 5Y | +115.8% | +59.0% | +56.8% | +44.2% |
| All | +449.2% | +48.2% | +401.0% | +236.5% |
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