+58.4%
ONTO vs DBX
+25.2%
+33.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +2.3% | +6.5% | +8.8% |
| 7D | +16.4% | -8.1% | +24.5% | +16.9% |
| 30D | -21.4% | -4.9% | -16.5% | -21.4% |
| 3M | -32.7% | -2.7% | -30.1% | -33.2% |
| 6M | -25.2% | +25.2% | -50.4% | -30.1% |
| YTD | +36.2% | +19.3% | +17.0% | +28.6% |
| 1Y | +61.2% | +6.6% | +54.6% | +59.1% |
| All | +58.4% | +25.2% | +33.2% | +35.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling