+14.1%
QLD vs ONTO
+52.3%
-38.2%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.9% | +0.4% | -1.3% |
| 7D | +7.0% | +17.5% | -10.5% | +0.1% |
| 30D | -14.3% | -15.7% | +1.3% | -9.3% |
| 3M | -16.0% | -39.7% | +23.7% | -0.1% |
| 6M | -14.2% | -26.5% | +12.2% | -8.4% |
| YTD | +12.8% | +29.0% | -16.2% | -8.4% |
| 1Y | +14.1% | +57.0% | -42.9% | -16.8% |
| All | +14.1% | +52.3% | -38.2% | -16.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling