+524.8%
QLD vs ONTO
+493.5%
+31.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.9% | +0.7% |
| 7D | +12.5% | +34.4% | -21.9% | -4.9% |
| 30D | -15.7% | -20.4% | +4.7% | -5.9% |
| 3M | -11.9% | -37.8% | +25.9% | +10.3% |
| 6M | -10.3% | -24.6% | +14.3% | -4.0% |
| YTD | +15.6% | +32.8% | -17.2% | -14.1% |
| 1Y | +12.1% | +54.7% | -42.6% | -24.1% |
| 3Y | +150.7% | +54.7% | +96.0% | +38.3% |
| 5Y | +86.6% | +134.0% | -47.4% | -26.8% |
| All | +524.8% | +493.5% | +31.3% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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