+238.0%
ONTO vs IBN
+61.6%
+176.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.7% | +6.9% | +6.6% |
| 7D | -1.0% | +1.4% | -2.4% | -1.9% |
| 30D | -2.9% | -0.3% | -2.6% | -2.9% |
| 3M | -2.5% | +17.1% | -19.6% | -11.6% |
| 6M | +28.2% | +3.4% | +24.8% | +25.0% |
| YTD | +69.8% | +2.5% | +67.2% | +65.7% |
| 1Y | +162.9% | -4.2% | +167.0% | +164.7% |
| 3Y | +95.9% | +32.4% | +63.5% | +55.6% |
| All | +238.0% | +61.6% | +176.5% | +122.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling