+97.3%
QLD vs ONON
+6.0%
+91.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.5% | +6.3% | +6.6% |
| 7D | -1.4% | +5.7% | -7.1% | -3.5% |
| 30D | -19.6% | +7.0% | -26.5% | -22.0% |
| 3M | -14.1% | -0.1% | -14.1% | -15.8% |
| 6M | -13.6% | +6.5% | -20.1% | -18.3% |
| YTD | +12.5% | -19.3% | +31.8% | +18.3% |
| 1Y | +13.1% | +7.2% | +5.9% | +4.1% |
| 3Y | +154.7% | +39.1% | +115.6% | +98.3% |
| 5Y | +81.1% | -0.8% | +81.9% | +31.7% |
| All | +97.3% | +6.0% | +91.3% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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