+133.5%
ADI vs DBX
+7.0%
+126.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | -0.1% |
| 7D | +2.6% | +0.3% | +2.4% | +2.5% |
| 30D | -4.6% | 0.0% | -4.6% | -4.9% |
| 3M | -9.5% | +26.1% | -35.6% | -16.4% |
| 6M | +14.8% | +29.4% | -14.5% | +3.6% |
| YTD | +35.8% | +24.4% | +11.4% | +24.0% |
| 1Y | +48.9% | +10.9% | +38.1% | +41.6% |
| 3Y | +115.6% | +24.1% | +91.5% | +85.6% |
| All | +133.5% | +7.0% | +126.5% | +92.3% |
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