+94.8%
QQQ vs ONON
-22.6%
+117.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.2% | +0.5% |
| 7D | -0.6% | -2.1% | +1.5% | -0.2% |
| 30D | -1.2% | -11.6% | +10.4% | +1.2% |
| 3M | -0.2% | -30.1% | +29.9% | +6.3% |
| 6M | +17.9% | -30.5% | +48.4% | +25.1% |
| YTD | +16.6% | -41.0% | +57.7% | +27.7% |
| 1Y | +23.0% | -36.7% | +59.7% | +31.8% |
| 3Y | +92.9% | -8.6% | +101.6% | +84.2% |
| All | +94.8% | -22.6% | +117.4% | +70.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling