+19.8%
XBI vs ONTO
+246.7%
-226.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.4% | +1.8% | -0.9% |
| 7D | -4.6% | +6.5% | -11.1% | -6.0% |
| 30D | -0.8% | -15.9% | +15.1% | +2.5% |
| 3M | +21.8% | -0.2% | +22.0% | +18.1% |
| 6M | +23.2% | +38.7% | -15.6% | +9.1% |
| YTD | +28.7% | +70.4% | -41.6% | +7.6% |
| 1Y | +67.8% | +153.6% | -85.8% | +25.2% |
| 3Y | +100.6% | +109.2% | -8.5% | +35.6% |
| 5Y | +19.8% | +249.7% | -229.9% | -39.1% |
| All | +19.8% | +246.7% | -226.9% | -39.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling