+508.7%
ONTO vs IBN
+177.6%
+331.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.4% | +9.3% | +9.1% |
| 7D | +16.4% | +11.1% | +5.2% | +10.6% |
| 30D | -21.4% | +23.9% | -45.3% | -29.6% |
| 3M | -32.7% | +16.3% | -49.1% | -38.0% |
| 6M | -25.2% | +34.2% | -59.4% | -36.0% |
| YTD | +36.2% | +17.6% | +18.7% | +24.3% |
| 1Y | +61.2% | +13.8% | +47.3% | +49.2% |
| 3Y | +58.7% | +57.0% | +1.6% | +22.5% |
| 5Y | +143.6% | +75.3% | +68.3% | +77.3% |
| All | +508.7% | +177.6% | +331.1% | +327.5% |
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