+432.3%
ASX vs DBX
+7.0%
+425.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.7% | +0.9% |
| 7D | -0.7% | -2.4% | +1.7% | -0.1% |
| 30D | +2.0% | -0.5% | +2.5% | +1.9% |
| 3M | -1.3% | +28.1% | -29.4% | -9.8% |
| 6M | +71.4% | +33.1% | +38.3% | +51.9% |
| YTD | +135.3% | +25.3% | +110.0% | +112.9% |
| 1Y | +267.5% | +18.3% | +249.1% | +237.8% |
| 3Y | +388.5% | +25.0% | +363.5% | +312.2% |
| All | +432.3% | +7.0% | +425.3% | +353.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling