+69.2%
AMT vs DBX
+14.3%
+54.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.3% | -2.4% | -0.4% |
| 7D | -2.4% | -8.1% | +5.8% | -1.1% |
| 30D | +4.2% | -4.9% | +9.1% | +5.0% |
| 3M | +13.4% | -2.7% | +16.1% | +13.6% |
| 6M | +9.4% | +25.2% | -15.8% | +5.3% |
| YTD | +11.7% | +19.3% | -7.6% | +7.8% |
| 1Y | +7.1% | +6.6% | +0.5% | +5.2% |
| 3Y | +15.1% | +24.6% | -9.5% | +7.6% |
| 5Y | -17.9% | +23.5% | -41.4% | -24.4% |
| All | +69.2% | +14.3% | +54.8% | +43.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling