+144.5%
ASX vs DBX
+7.4%
+137.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.1% | -5.1% | -3.6% |
| 7D | +22.1% | -6.3% | +28.4% | +19.3% |
| 30D | -23.8% | -5.9% | -17.9% | -25.3% |
| 3M | -7.6% | -0.4% | -7.3% | -7.0% |
| 6M | +6.9% | +29.8% | -22.9% | +18.2% |
| YTD | +127.7% | +20.5% | +107.1% | +146.1% |
| 1Y | +144.5% | +8.7% | +135.9% | +165.8% |
| All | +144.5% | +7.4% | +137.1% | +165.8% |
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