+33.4%
AG vs DBX
+22.5%
+10.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +3.3% | +5.9% | +9.5% |
| 7D | -2.6% | -1.1% | -1.5% | -2.8% |
| 30D | -12.1% | +5.0% | -17.1% | -11.8% |
| 3M | -6.6% | +4.6% | -11.2% | -6.2% |
| 6M | -20.5% | +43.9% | -64.4% | -19.0% |
| YTD | -7.4% | +29.9% | -37.3% | -1.2% |
| 1Y | +33.4% | +24.6% | +8.8% | +44.2% |
| All | +33.4% | +22.5% | +10.9% | +44.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling