+37.5%
ONTO vs QSR
+17.8%
+19.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.2% | +12.2% | +11.9% |
| 7D | +1.4% | +3.9% | -2.5% | +3.5% |
| 30D | -34.1% | +9.3% | -43.4% | -31.4% |
| 3M | -37.1% | +5.9% | -42.9% | -35.0% |
| 6M | -31.8% | -1.0% | -30.9% | -28.8% |
| YTD | +22.9% | +16.7% | +6.2% | +32.4% |
| All | +37.5% | +17.8% | +19.8% | +48.5% |
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 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