+390.5%
ONTO vs IBB
+105.5%
+284.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +1.7% | +9.4% | +9.3% |
| 7D | -14.0% | -1.8% | -12.2% | -11.9% |
| 30D | -43.1% | +5.1% | -48.1% | -45.6% |
| 3M | -35.5% | +10.7% | -46.2% | -42.4% |
| 6M | -41.1% | +22.9% | -64.0% | -53.4% |
| YTD | +9.8% | +26.7% | -16.9% | -16.1% |
| 1Y | +31.5% | +35.1% | -3.6% | -6.7% |
| 3Y | +45.2% | +80.2% | -35.0% | -24.2% |
| 5Y | +86.7% | +37.8% | +48.9% | +30.8% |
| All | +390.5% | +105.5% | +284.9% | +121.8% |
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