+30.8%
IBKR vs ONTO
+39.4%
-8.7%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.5% | -0.3% |
| 7D | -3.8% | +6.5% | -10.3% | -5.1% |
| 30D | -0.3% | -15.9% | +15.6% | +3.0% |
| 3M | +4.8% | -0.2% | +4.9% | -0.4% |
| 6M | +30.8% | +38.7% | -8.0% | +5.9% |
| All | +30.8% | +39.4% | -8.7% | +5.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling