+98.0%
XBI vs ONTO
+695.7%
-597.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.9% | -6.0% | -2.4% |
| 7D | -0.9% | +9.7% | -10.5% | -3.3% |
| 30D | +2.9% | -8.8% | +11.7% | +4.5% |
| 3M | +26.2% | +4.5% | +21.7% | +20.5% |
| 6M | +30.7% | +56.4% | -25.7% | +10.3% |
| YTD | +32.9% | +78.1% | -45.1% | +7.3% |
| 1Y | +72.3% | +171.3% | -99.0% | +21.7% |
| 3Y | +107.2% | +118.7% | -11.5% | +35.4% |
| 5Y | +23.2% | +269.4% | -246.2% | -37.6% |
| All | +98.0% | +695.7% | -597.6% | -29.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling