+658.6%
ONTO vs QSR
+51.9%
+606.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.1% | +6.3% | +6.2% |
| 7D | -1.0% | +2.4% | -3.5% | -2.4% |
| 30D | -2.9% | +7.6% | -10.5% | -7.0% |
| 3M | -2.5% | +12.6% | -15.1% | -10.5% |
| 6M | +28.2% | +14.4% | +13.8% | +15.7% |
| YTD | +69.8% | +19.6% | +50.2% | +48.1% |
| 1Y | +162.9% | +33.9% | +129.0% | +112.4% |
| 3Y | +95.9% | +27.1% | +68.8% | +57.4% |
| 5Y | +244.5% | +48.5% | +195.9% | +144.8% |
| All | +658.6% | +51.9% | +606.7% | +364.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling