-54.9%
ADBE vs DBX
+23.5%
-78.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.3% | -3.2% | -2.1% |
| 7D | -8.9% | +0.3% | -9.2% | -9.0% |
| 30D | -6.6% | 0.0% | -6.6% | -6.5% |
| 3M | +7.1% | +26.1% | -19.0% | -3.4% |
| 6M | -9.8% | +29.4% | -39.1% | -20.1% |
| YTD | -27.2% | +24.4% | -51.6% | -34.5% |
| 1Y | -28.0% | +10.9% | -38.9% | -32.4% |
| All | -54.9% | +23.5% | -78.4% | -61.8% |
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