+153.6%
ONTO vs BOXX
+4.0%
+149.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | +6.5% | 0.0% | +6.5% | +6.9% |
| 30D | -15.9% | +0.3% | -16.2% | -13.7% |
| 3M | -0.2% | +1.0% | -1.1% | +6.7% |
| 6M | +38.7% | +1.9% | +36.8% | +36.2% |
| YTD | +70.4% | +2.6% | +67.7% | +51.7% |
| 1Y | +153.6% | +4.0% | +149.6% | +50.5% |
| All | +153.6% | +4.0% | +149.6% | +50.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling