+217.7%
ONTO vs BOXX
+19.3%
+198.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +34.4% | +0.1% | +34.3% | +34.3% |
| 30D | -20.4% | +0.4% | -20.8% | -20.3% |
| 3M | -37.8% | +1.0% | -38.9% | -36.7% |
| 6M | -24.6% | +2.0% | -26.6% | -21.6% |
| YTD | +32.8% | +3.4% | +29.4% | +38.6% |
| 1Y | +54.7% | +4.1% | +50.6% | +61.8% |
| 3Y | +54.7% | +14.4% | +40.3% | +83.0% |
| All | +217.7% | +19.3% | +198.4% | +346.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 BOXX 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