+238.0%
ONTO vs DBX
+7.0%
+231.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.4% | +8.6% | +7.1% |
| 7D | -1.0% | -2.4% | +1.4% | -0.2% |
| 30D | -2.9% | -0.5% | -2.4% | -3.1% |
| 3M | -2.5% | +28.1% | -30.5% | -14.0% |
| 6M | +28.2% | +33.1% | -4.9% | +8.3% |
| YTD | +69.8% | +25.3% | +44.5% | +47.3% |
| 1Y | +162.9% | +18.3% | +144.5% | +133.0% |
| 3Y | +95.9% | +25.0% | +70.9% | +57.7% |
| All | +238.0% | +7.0% | +231.0% | +143.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling