+171.6%
ONTO vs SOXQ
+231.9%
-60.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.5% | +0.6% | +1.4% |
| 7D | +17.5% | +8.2% | +9.3% | +7.1% |
| 30D | -15.7% | -13.2% | -2.5% | +2.3% |
| 3M | -39.7% | -18.5% | -21.2% | -19.7% |
| 6M | -26.5% | -15.4% | -11.0% | -3.8% |
| YTD | +29.0% | +43.6% | -14.6% | -9.6% |
| 1Y | +57.0% | +49.2% | +7.7% | +5.0% |
| 3Y | +50.0% | +190.2% | -140.2% | -51.1% |
| 5Y | +127.3% | +178.2% | -50.9% | -19.3% |
| All | +171.6% | +231.9% | -60.4% | -18.9% |
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 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