+390.5%
ONTO vs QSR
+48.5%
+341.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.1% | +12.2% | +11.7% |
| 7D | -14.0% | +7.3% | -21.3% | -17.8% |
| 30D | -43.1% | +11.9% | -55.0% | -47.1% |
| 3M | -35.5% | +7.5% | -43.0% | -39.1% |
| 6M | -41.1% | +2.5% | -43.5% | -43.7% |
| YTD | +9.8% | +17.0% | -7.2% | -4.4% |
| 1Y | +31.5% | +18.1% | +13.4% | +13.5% |
| 3Y | +45.2% | +28.6% | +16.5% | +14.2% |
| 5Y | +86.7% | +55.8% | +30.9% | +26.6% |
| All | +390.5% | +48.5% | +341.9% | +200.2% |
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