+49.6%
ON vs IBB
+30.0%
+19.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +1.4% |
| 7D | +17.0% | +1.6% | +15.4% | +16.1% |
| 30D | -3.9% | +6.7% | -10.6% | -6.0% |
| 3M | -11.5% | +6.3% | -17.8% | -14.0% |
| 6M | -29.2% | +23.9% | -53.1% | -38.9% |
| YTD | +36.2% | +26.6% | +9.6% | +12.8% |
| 1Y | +49.6% | +29.6% | +20.0% | +20.4% |
| All | +49.6% | +30.0% | +19.6% | +20.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling