+273.4%
QQQ vs ONTO
+661.2%
-387.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.4% | +2.3% | -0.1% |
| 7D | -1.3% | +6.5% | -7.8% | -3.1% |
| 30D | -1.4% | -15.9% | +14.5% | +2.9% |
| 3M | +2.3% | -0.2% | +2.4% | -0.8% |
| 6M | +16.9% | +38.7% | -21.9% | +1.7% |
| YTD | +15.6% | +70.4% | -54.7% | -6.2% |
| 1Y | +22.6% | +153.6% | -131.0% | -12.8% |
| 3Y | +93.5% | +109.2% | -15.6% | +30.0% |
| 5Y | +93.9% | +249.7% | -155.8% | +3.1% |
| All | +273.4% | +661.2% | -387.7% | +36.4% |
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 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