+258.7%
ONTO vs SOXQ
+279.9%
-21.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.6% | -0.8% | -0.2% |
| 7D | +6.5% | +2.3% | +4.2% | +3.7% |
| 30D | -15.9% | -3.9% | -12.0% | -11.0% |
| 3M | -0.2% | -4.7% | +4.6% | +10.4% |
| 6M | +38.7% | +47.9% | -9.1% | -9.9% |
| YTD | +70.4% | +64.3% | +6.0% | -1.7% |
| 1Y | +153.6% | +95.7% | +57.9% | +19.5% |
| 3Y | +109.2% | +231.5% | -122.3% | -43.6% |
| 5Y | +249.7% | +255.0% | -5.2% | -9.5% |
| All | +258.7% | +279.9% | -21.3% | -11.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling