+146.5%
ASX vs DBX
+22.5%
+124.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.3% | -7.2% | -2.7% |
| 7D | -14.6% | -1.1% | -13.5% | -14.9% |
| 30D | -21.1% | +5.0% | -26.1% | -19.5% |
| 3M | -3.1% | +4.6% | -7.7% | -0.7% |
| 6M | +17.4% | +43.9% | -26.6% | +33.3% |
| YTD | +135.3% | +29.9% | +105.5% | +161.6% |
| 1Y | +146.5% | +24.6% | +121.9% | +172.7% |
| All | +146.5% | +22.5% | +124.0% | +172.7% |
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