+743.7%
ASX vs DBX
+20.9%
+722.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.3% | -4.6% | -3.6% |
| 7D | +6.5% | -1.8% | +8.3% | +6.9% |
| 30D | +3.1% | +2.8% | +0.3% | +2.2% |
| 3M | +17.4% | +26.8% | -9.4% | +9.4% |
| 6M | +85.4% | +32.8% | +52.7% | +68.6% |
| YTD | +150.1% | +26.1% | +124.0% | +130.0% |
| 1Y | +256.3% | +14.1% | +242.2% | +235.8% |
| 3Y | +446.9% | +25.7% | +421.1% | +387.8% |
| 5Y | +447.1% | +11.2% | +435.9% | +389.0% |
| All | +743.7% | +20.9% | +722.9% | +582.3% |
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