+651.0%
ASX vs DBX
+11.7%
+639.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.6% | +3.8% | +3.4% |
| 7D | -9.1% | -7.3% | -1.8% | -7.8% |
| 30D | -23.6% | -5.7% | -17.9% | -22.9% |
| 3M | -5.6% | -6.3% | +0.7% | -5.2% |
| 6M | +4.7% | +12.1% | -7.4% | -0.9% |
| YTD | +122.6% | +16.5% | +106.0% | +106.8% |
| 1Y | +133.0% | +6.1% | +127.0% | +122.0% |
| 3Y | +367.1% | +21.8% | +345.4% | +315.1% |
| 5Y | +504.7% | +19.1% | +485.6% | +430.0% |
| All | +651.0% | +11.7% | +639.3% | +513.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling