+581.1%
ON vs IBB
+129.6%
+451.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.9% |
| 7D | +2.4% | +1.4% | +1.0% | +0.9% |
| 30D | -3.3% | +10.5% | -13.8% | -13.8% |
| 3M | -43.6% | +23.6% | -67.2% | -55.8% |
| 6M | +19.0% | +22.6% | -3.7% | -6.5% |
| YTD | +37.4% | +25.7% | +11.7% | +4.8% |
| 1Y | +54.8% | +51.4% | +3.4% | -3.5% |
| 3Y | -25.2% | +64.4% | -89.5% | -56.7% |
| 5Y | +62.7% | +22.1% | +40.6% | +29.0% |
| All | +581.1% | +129.6% | +451.5% | +229.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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