+154.7%
QLD vs ONTO
+56.0%
+98.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +12.0% | -5.2% | +1.7% |
| 7D | -1.4% | +1.4% | -2.8% | -2.6% |
| 30D | -19.6% | -34.1% | +14.5% | -5.1% |
| 3M | -14.1% | -37.1% | +22.9% | +1.6% |
| 6M | -13.6% | -31.8% | +18.2% | -3.9% |
| YTD | +12.5% | +22.9% | -10.4% | -5.5% |
| 1Y | +13.1% | +39.5% | -26.4% | -10.5% |
| 3Y | +154.7% | +57.7% | +97.0% | +75.4% |
| All | +154.7% | +56.0% | +98.8% | +75.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling