-24.6%
ONTO vs BOXX
+2.0%
-26.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.3% |
| 7D | +34.4% | +0.1% | +34.3% | +33.8% |
| 30D | -20.4% | +0.4% | -20.8% | -18.5% |
| 3M | -37.8% | +1.0% | -38.9% | -20.1% |
| 6M | -24.6% | +2.0% | -26.6% | +69.1% |
| All | -24.6% | +2.0% | -26.6% | +69.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling