+115.8%
ONTO vs SOXQ
+171.5%
-55.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +7.0% | +4.9% | +3.3% |
| 7D | +1.4% | -2.9% | +4.2% | +6.4% |
| 30D | -34.1% | -20.1% | -14.0% | -11.2% |
| 3M | -37.1% | -18.6% | -18.4% | -15.8% |
| 6M | -31.8% | -14.6% | -17.2% | -12.0% |
| YTD | +22.9% | +42.1% | -19.1% | -12.9% |
| 1Y | +39.5% | +45.2% | -5.7% | -3.7% |
| 3Y | +57.7% | +195.3% | -137.6% | -49.5% |
| 5Y | +115.8% | +174.8% | -59.0% | -21.0% |
| All | +115.8% | +171.5% | -55.7% | -21.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling