+162.9%
ONTO vs DBX
+20.4%
+142.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.4% | +8.6% | +5.3% |
| 7D | -1.0% | -2.4% | +1.4% | -1.8% |
| 30D | -2.9% | -0.5% | -2.4% | -2.7% |
| 3M | -2.5% | +28.1% | -30.5% | +6.7% |
| 6M | +28.2% | +33.1% | -4.9% | +42.1% |
| YTD | +69.8% | +25.3% | +44.5% | +89.6% |
| 1Y | +162.9% | +18.3% | +144.5% | +196.1% |
| All | +162.9% | +20.4% | +142.4% | +196.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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