+50.0%
ONTO vs BOXX
+14.4%
+35.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | +17.5% | 0.0% | +17.5% | +17.5% |
| 30D | -15.7% | +0.4% | -16.0% | -15.9% |
| 3M | -39.7% | +1.0% | -40.7% | -39.0% |
| 6M | -26.5% | +2.0% | -28.5% | -24.4% |
| YTD | +29.0% | +3.4% | +25.6% | +30.4% |
| 1Y | +57.0% | +4.1% | +52.9% | +57.4% |
| 3Y | +50.0% | +14.4% | +35.6% | +35.9% |
| All | +50.0% | +14.4% | +35.6% | +35.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling