+257.4%
ONTO vs SOXQ
+283.8%
-26.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.4% | +2.8% | +2.1% |
| 7D | -1.0% | +2.3% | -3.4% | -3.7% |
| 30D | -2.9% | -2.3% | -0.6% | +1.1% |
| 3M | -2.5% | -13.8% | +11.3% | +20.5% |
| 6M | +28.2% | +48.6% | -20.4% | -17.0% |
| YTD | +69.8% | +66.0% | +3.8% | -3.3% |
| 1Y | +162.9% | +107.9% | +55.0% | +15.2% |
| 3Y | +95.9% | +224.1% | -128.2% | -45.8% |
| 5Y | +244.5% | +256.6% | -12.1% | -11.4% |
| All | +257.4% | +283.8% | -26.3% | -13.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling