+390.5%
ONTO vs DBX
+74.2%
+316.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -3.1% | +14.2% | +12.2% |
| 7D | -14.0% | -4.4% | -9.6% | -12.8% |
| 30D | -43.1% | +4.8% | -47.9% | -44.4% |
| 3M | -35.5% | +0.3% | -35.9% | -36.8% |
| 6M | -41.1% | +40.4% | -81.5% | -51.6% |
| YTD | +9.8% | +24.7% | -14.9% | -5.9% |
| 1Y | +31.5% | +20.9% | +10.6% | +13.7% |
| 3Y | +45.2% | +34.5% | +10.7% | +13.9% |
| 5Y | +86.7% | +24.6% | +62.1% | +48.1% |
| All | +390.5% | +74.2% | +316.3% | +209.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling