+162.9%
ONTO vs SOXQ
+111.3%
+51.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.4% | +2.8% | +1.8% |
| 7D | -1.0% | +2.3% | -3.4% | -3.9% |
| 30D | -2.9% | -2.3% | -0.6% | +1.4% |
| 3M | -2.5% | -13.8% | +11.3% | +20.6% |
| 6M | +28.2% | +48.6% | -20.4% | -20.1% |
| YTD | +69.8% | +66.0% | +3.8% | -7.1% |
| 1Y | +162.9% | +107.9% | +55.0% | +1.9% |
| All | +162.9% | +111.3% | +51.6% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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