+406.2%
ASX vs DBX
+26.9%
+379.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.7% | +0.4% |
| 7D | -0.7% | -2.4% | +1.7% | -0.6% |
| 30D | +2.0% | -0.5% | +2.5% | +2.0% |
| 3M | -1.3% | +28.1% | -29.4% | -3.9% |
| 6M | +71.4% | +33.1% | +38.3% | +64.4% |
| YTD | +135.3% | +25.3% | +110.0% | +128.8% |
| 1Y | +267.5% | +18.3% | +249.1% | +261.0% |
| All | +406.2% | +26.9% | +379.3% | +359.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling