+423.1%
ONTO vs IBB
+112.7%
+310.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +2.6% | -11.3% | -11.4% |
| 7D | -17.4% | +2.2% | -19.6% | -19.4% |
| 30D | -43.2% | +6.3% | -49.5% | -46.8% |
| 3M | -35.7% | +16.3% | -52.0% | -46.0% |
| 6M | -38.3% | +30.0% | -68.3% | -54.4% |
| YTD | +17.1% | +31.1% | -14.1% | -14.3% |
| 1Y | +43.1% | +42.0% | +1.2% | -4.3% |
| 3Y | +55.4% | +85.9% | -30.5% | -22.0% |
| 5Y | +111.2% | +38.4% | +72.8% | +45.8% |
| All | +423.1% | +112.7% | +310.4% | +126.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling