+91.0%
XBI vs ONTO
+696.1%
-605.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.6% | -5.0% | -1.5% |
| 7D | -4.6% | +4.9% | -9.6% | -5.9% |
| 30D | -2.0% | -16.6% | +14.6% | +2.0% |
| 3M | +17.8% | -7.3% | +25.1% | +16.2% |
| 6M | +23.7% | +45.9% | -22.2% | +6.4% |
| YTD | +28.2% | +78.2% | -49.9% | +3.4% |
| 1Y | +64.0% | +159.8% | -95.9% | +17.3% |
| 3Y | +99.4% | +123.4% | -24.0% | +29.3% |
| 5Y | +19.3% | +265.8% | -246.5% | -39.3% |
| All | +91.0% | +696.1% | -605.1% | -31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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