+390.5%
ONTO vs IBN
+170.8%
+219.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +4.2% | +6.9% | +9.1% |
| 7D | -14.0% | +15.1% | -29.1% | -19.9% |
| 30D | -43.1% | +21.6% | -64.7% | -48.6% |
| 3M | -35.5% | +11.2% | -46.7% | -39.4% |
| 6M | -41.1% | +27.8% | -68.8% | -48.4% |
| YTD | +9.8% | +14.7% | -4.9% | +1.2% |
| 1Y | +31.5% | +14.4% | +17.1% | +21.3% |
| 3Y | +45.2% | +52.1% | -6.9% | +13.7% |
| 5Y | +86.7% | +70.7% | +16.0% | +37.4% |
| All | +390.5% | +170.8% | +219.7% | +248.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling