+83.3%
QQQ vs ONTO
+51.5%
+31.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.9% | +1.7% | -0.6% |
| 7D | +3.6% | +17.5% | -13.9% | -0.1% |
| 30D | -6.7% | -15.7% | +8.9% | -4.1% |
| 3M | -7.0% | -39.7% | +32.7% | +1.8% |
| 6M | -4.7% | -26.5% | +21.8% | -2.0% |
| YTD | +11.1% | +29.0% | -17.9% | -0.5% |
| 1Y | +12.3% | +57.0% | -44.7% | -3.9% |
| 3Y | +83.3% | +50.0% | +33.3% | +49.2% |
| All | +83.3% | +51.5% | +31.8% | +49.2% |
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