+694.0%
ASX vs DBX
+20.1%
+673.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.7% | +0.8% |
| 7D | -0.7% | -2.4% | +1.7% | -0.2% |
| 30D | +2.0% | -0.5% | +2.5% | +1.9% |
| 3M | -1.3% | +28.1% | -29.4% | -8.3% |
| 6M | +71.4% | +33.1% | +38.3% | +55.8% |
| YTD | +135.3% | +25.3% | +110.0% | +116.9% |
| 1Y | +267.5% | +18.3% | +249.1% | +242.6% |
| 3Y | +388.5% | +25.0% | +363.5% | +336.5% |
| 5Y | +417.1% | +7.5% | +409.6% | +365.6% |
| All | +694.0% | +20.1% | +673.9% | +543.4% |
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