+45.2%
ONTO vs IBB
+78.6%
-33.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +1.7% | +9.4% | +9.4% |
| 7D | -14.0% | -1.8% | -12.2% | -12.0% |
| 30D | -43.1% | +5.1% | -48.1% | -45.3% |
| 3M | -35.5% | +10.7% | -46.2% | -41.9% |
| 6M | -41.1% | +22.9% | -64.0% | -52.9% |
| YTD | +9.8% | +26.7% | -16.9% | -15.3% |
| 1Y | +31.5% | +35.1% | -3.6% | -6.0% |
| 3Y | +45.2% | +80.2% | -35.0% | -18.0% |
| All | +45.2% | +78.6% | -33.5% | -18.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling