+57.0%
ONTO vs IBN
+12.1%
+44.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.4% | -3.3% | -2.9% |
| 7D | +17.5% | +1.9% | +15.7% | +17.2% |
| 30D | -15.7% | +22.1% | -37.8% | -19.2% |
| 3M | -39.7% | +17.1% | -56.8% | -41.2% |
| 6M | -26.5% | +35.5% | -62.0% | -35.7% |
| YTD | +29.0% | +16.8% | +12.2% | +18.5% |
| 1Y | +57.0% | +12.4% | +44.6% | +42.6% |
| All | +57.0% | +12.1% | +44.8% | +42.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling