+449.2%
ONTO vs DBX
+63.7%
+385.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -6.0% | +18.0% | +14.1% |
| 7D | +1.4% | -8.6% | +10.0% | +4.0% |
| 30D | -34.1% | -5.2% | -28.9% | -33.5% |
| 3M | -37.1% | -6.4% | -30.7% | -37.0% |
| 6M | -31.8% | +12.7% | -44.6% | -38.4% |
| YTD | +22.9% | +17.2% | +5.7% | +7.3% |
| 1Y | +39.5% | +5.5% | +34.0% | +27.6% |
| 3Y | +57.7% | +24.1% | +33.6% | +27.2% |
| 5Y | +115.8% | +14.2% | +101.6% | +76.1% |
| All | +449.2% | +63.7% | +385.5% | +252.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling