+130.7%
ONTO vs DBX
+24.0%
+106.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.1% | -2.9% | -2.9% |
| 7D | +17.5% | -3.3% | +20.8% | +18.5% |
| 30D | -15.7% | -5.9% | -9.8% | -14.5% |
| 3M | -39.7% | -6.7% | -33.0% | -39.4% |
| 6M | -26.5% | +28.0% | -54.5% | -37.5% |
| YTD | +29.0% | +20.6% | +8.4% | +10.8% |
| 1Y | +57.0% | +10.3% | +46.7% | +41.3% |
| 3Y | +50.0% | +24.0% | +25.9% | +15.4% |
| All | +130.7% | +24.0% | +106.7% | +69.9% |
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