+127.8%
AAPL vs DBX
+11.7%
+116.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.3% | +1.3% |
| 7D | +3.8% | +2.1% | +1.7% | +3.2% |
| 30D | +9.9% | +5.7% | +4.2% | +7.8% |
| 3M | +12.5% | +31.8% | -19.3% | +2.5% |
| 6M | +27.6% | +37.5% | -9.8% | +13.3% |
| YTD | +22.6% | +27.9% | -5.4% | +11.4% |
| 1Y | +45.0% | +15.0% | +29.9% | +36.2% |
| 3Y | +87.8% | +27.2% | +60.6% | +62.3% |
| All | +127.8% | +11.7% | +116.1% | +86.3% |
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 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