+152.5%
QQQM vs ONTO
+697.3%
-544.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | 0.0% |
| 7D | +1.0% | +9.4% | -8.4% | -1.4% |
| 30D | -0.6% | -4.4% | +3.8% | -0.1% |
| 3M | +1.3% | +1.6% | -0.3% | -1.9% |
| 6M | +18.2% | +45.3% | -27.1% | +2.8% |
| YTD | +16.9% | +76.4% | -59.4% | -4.3% |
| 1Y | +24.0% | +167.2% | -143.1% | -10.6% |
| 3Y | +96.0% | +116.6% | -20.5% | +34.4% |
| 5Y | +95.2% | +263.7% | -168.5% | +7.9% |
| All | +152.5% | +697.3% | -544.7% | +10.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling