+45.2%
ASML vs DBX
+7.4%
+37.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.5% | -2.1% |
| 7D | +10.4% | -6.3% | +16.6% | +8.3% |
| 30D | -12.7% | -5.9% | -6.9% | -14.1% |
| 3M | -17.2% | -0.4% | -16.8% | -16.8% |
| 6M | -1.3% | +29.8% | -31.1% | +6.1% |
| YTD | +40.8% | +20.5% | +20.3% | +48.6% |
| 1Y | +45.2% | +8.7% | +36.6% | +53.1% |
| All | +45.2% | +7.4% | +37.8% | +53.1% |
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