+167.2%
ONTO vs SOXQ
+105.6%
+61.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.3% | -1.5% |
| 7D | +9.4% | +5.2% | +4.1% | +2.5% |
| 30D | -4.4% | -0.5% | -3.9% | -2.8% |
| 3M | +1.6% | -5.6% | +7.2% | +13.5% |
| 6M | +45.3% | +53.0% | -7.8% | -13.1% |
| YTD | +76.4% | +68.8% | +7.6% | -5.7% |
| 1Y | +167.2% | +105.7% | +61.4% | +5.5% |
| All | +167.2% | +105.6% | +61.5% | +5.5% |
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