+37.5%
ONTO vs IBB
+38.4%
-0.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.8% | +9.2% | +9.9% |
| 7D | +1.4% | +2.7% | -1.3% | +0.3% |
| 30D | -34.1% | +6.3% | -40.5% | -35.8% |
| 3M | -37.1% | +11.1% | -48.1% | -40.9% |
| 6M | -31.8% | +29.2% | -61.1% | -43.6% |
| YTD | +22.9% | +30.2% | -7.3% | +2.3% |
| All | +37.5% | +38.4% | -0.8% | +16.4% |
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