+469.5%
QLD vs ONTO
+390.5%
+79.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +11.1% | -8.5% | -3.5% |
| 7D | -10.3% | -14.0% | +3.8% | -3.3% |
| 30D | -26.1% | -43.1% | +17.0% | -0.8% |
| 3M | -17.8% | -35.5% | +17.8% | -0.4% |
| 6M | -15.6% | -41.1% | +25.5% | +3.6% |
| YTD | +5.4% | +9.8% | -4.4% | -12.9% |
| 1Y | +5.2% | +31.5% | -26.3% | -22.3% |
| 3Y | +139.4% | +45.2% | +94.3% | +34.3% |
| 5Y | +66.7% | +86.7% | -20.0% | -25.7% |
| All | +469.5% | +390.5% | +79.1% | +12.8% |
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