+341.5%
ONTO vs IBB
+102.0%
+239.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -5.0% | -10.6% | -10.4% |
| 7D | -29.7% | -3.6% | -26.1% | -26.6% |
| 30D | -50.3% | +3.4% | -53.7% | -51.8% |
| 3M | -43.5% | +9.5% | -53.0% | -49.1% |
| 6M | -48.9% | +23.3% | -72.2% | -59.8% |
| YTD | -1.2% | +24.5% | -25.7% | -23.2% |
| 1Y | +14.9% | +32.9% | -18.0% | -17.2% |
| 3Y | +31.2% | +76.6% | -45.4% | -30.1% |
| 5Y | +68.1% | +35.5% | +32.6% | +19.7% |
| All | +341.5% | +102.0% | +239.5% | +102.9% |
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