+382.1%
ADI vs DBX
+16.6%
+365.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.9% | +3.2% | +1.1% |
| 7D | +2.4% | -1.3% | +3.8% | +2.8% |
| 30D | -6.6% | -2.9% | -3.7% | -6.0% |
| 3M | -9.8% | +23.8% | -33.6% | -16.5% |
| 6M | +15.7% | +26.2% | -10.5% | +4.9% |
| YTD | +35.1% | +21.6% | +13.5% | +23.7% |
| 1Y | +47.7% | +11.4% | +36.3% | +38.6% |
| 3Y | +114.5% | +21.3% | +93.2% | +89.2% |
| 5Y | +141.2% | +6.7% | +134.6% | +116.1% |
| All | +382.1% | +16.6% | +365.5% | +257.9% |
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 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