+476.3%
ONTO vs IBB
+104.4%
+371.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.4% | -2.4% |
| 7D | +17.5% | -0.5% | +18.0% | +18.5% |
| 30D | -15.7% | +4.6% | -20.2% | -18.7% |
| 3M | -39.7% | +6.8% | -46.5% | -44.1% |
| 6M | -26.5% | +23.1% | -49.6% | -41.8% |
| YTD | +29.0% | +26.0% | +3.0% | -0.6% |
| 1Y | +57.0% | +30.4% | +26.6% | +16.3% |
| 3Y | +50.0% | +85.4% | -35.4% | -23.8% |
| 5Y | +127.3% | +39.7% | +87.5% | +57.4% |
| All | +476.3% | +104.4% | +371.9% | +162.7% |
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