+105.2%
TQQQ vs ONTO
+261.1%
-155.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.6% | -2.0% | -1.0% |
| 7D | -1.9% | +4.9% | -6.9% | -5.7% |
| 30D | -4.9% | -16.6% | +11.8% | +7.9% |
| 3M | -6.4% | -7.3% | +0.9% | -6.9% |
| 6M | +44.4% | +45.9% | -1.5% | -3.2% |
| YTD | +35.2% | +78.2% | -43.0% | -25.3% |
| 1Y | +49.5% | +159.8% | -110.3% | -41.8% |
| 3Y | +250.7% | +123.4% | +127.3% | +16.7% |
| All | +105.2% | +261.1% | -155.9% | -59.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling