+7.8%
ON vs IBB
+37.5%
-29.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.3% | -1.4% |
| 7D | -11.7% | -1.8% | -9.8% | -9.6% |
| 30D | -23.3% | +5.1% | -28.3% | -27.2% |
| 3M | -19.2% | +10.7% | -29.9% | -28.9% |
| 6M | -40.1% | +22.9% | -63.0% | -54.0% |
| YTD | +16.9% | +26.7% | -9.8% | -14.1% |
| 1Y | +29.7% | +35.1% | -5.4% | -12.0% |
| 3Y | -4.4% | +80.2% | -84.6% | -54.0% |
| All | +7.8% | +37.5% | -29.7% | -30.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling