+185.3%
QLD vs ONON
-6.7%
+192.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.8% |
| 7D | +0.6% | -3.0% | +3.5% | +1.6% |
| 30D | -0.1% | -26.7% | +26.6% | +9.9% |
| 3M | -8.4% | -25.3% | +16.9% | -0.4% |
| 6M | +32.2% | -35.3% | +67.5% | +50.2% |
| YTD | +28.9% | -39.8% | +68.7% | +49.8% |
| 1Y | +43.8% | -39.2% | +83.1% | +65.5% |
| All | +185.3% | -6.7% | +192.0% | +175.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling