+131.7%
AG vs DBX
+20.4%
+111.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.5% | -2.1% |
| 7D | +1.0% | -2.4% | +3.4% | +0.9% |
| 30D | +19.2% | -0.5% | +19.7% | +19.3% |
| 3M | +6.2% | +28.1% | -21.9% | +7.5% |
| 6M | -26.7% | +33.1% | -59.8% | -25.1% |
| YTD | +26.1% | +25.3% | +0.8% | +31.4% |
| 1Y | +131.7% | +18.3% | +113.3% | +147.1% |
| All | +131.7% | +20.4% | +111.2% | +147.1% |
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