+476.3%
ONTO vs IBN
+175.8%
+300.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.4% | -3.3% | -3.1% |
| 7D | +17.5% | +1.9% | +15.7% | +16.6% |
| 30D | -15.7% | +22.1% | -37.8% | -23.9% |
| 3M | -39.7% | +17.1% | -56.8% | -44.6% |
| 6M | -26.5% | +35.5% | -62.0% | -37.4% |
| YTD | +29.0% | +16.8% | +12.2% | +18.0% |
| 1Y | +57.0% | +12.4% | +44.6% | +46.3% |
| 3Y | +50.0% | +58.0% | -8.0% | +15.4% |
| 5Y | +127.3% | +73.7% | +53.5% | +66.0% |
| All | +476.3% | +175.8% | +300.5% | +306.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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