+163.4%
ONTO vs SOXQ
+227.1%
-63.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.3% |
| 7D | -2.4% | -5.7% | +3.3% | +6.1% |
| 30D | -32.9% | -20.5% | -12.5% | -9.3% |
| 3M | -32.2% | -16.6% | -15.6% | -12.1% |
| 6M | -30.6% | -15.0% | -15.7% | -10.0% |
| YTD | +25.1% | +41.5% | -16.4% | -10.8% |
| 1Y | +40.0% | +40.2% | -0.2% | +0.9% |
| 3Y | +45.7% | +183.0% | -137.2% | -51.1% |
| 5Y | +128.8% | +181.3% | -52.5% | -19.7% |
| All | +163.4% | +227.1% | -63.7% | -20.0% |
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