+449.2%
ONTO vs IBN
+175.3%
+273.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.7% | +10.3% | +11.2% |
| 7D | +1.4% | +14.6% | -13.2% | -5.2% |
| 30D | -34.1% | +23.5% | -57.6% | -40.9% |
| 3M | -37.1% | +14.0% | -51.1% | -41.4% |
| 6M | -31.8% | +31.1% | -63.0% | -41.0% |
| YTD | +22.9% | +16.6% | +6.3% | +12.6% |
| 1Y | +39.5% | +14.9% | +24.6% | +28.5% |
| 3Y | +57.7% | +56.9% | +0.8% | +21.8% |
| 5Y | +115.8% | +69.7% | +46.1% | +59.3% |
| All | +449.2% | +175.3% | +273.9% | +287.3% |
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