+752.9%
TQQQ vs ONTO
+696.1%
+56.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.6% | -2.0% | -1.2% |
| 7D | -1.9% | +4.9% | -6.9% | -5.9% |
| 30D | -4.9% | -16.6% | +11.8% | +8.5% |
| 3M | -6.4% | -7.3% | +0.9% | -7.2% |
| 6M | +44.4% | +45.9% | -1.5% | -5.3% |
| YTD | +35.2% | +78.2% | -43.0% | -27.5% |
| 1Y | +49.5% | +159.8% | -110.3% | -44.3% |
| 3Y | +250.7% | +123.4% | +127.3% | +17.1% |
| 5Y | +104.7% | +265.8% | -161.1% | -56.9% |
| All | +752.9% | +696.1% | +56.8% | -26.1% |
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