+56.1%
B vs DBX
+12.9%
+43.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.2% | +1.3% |
| 7D | +1.0% | +0.3% | +0.8% | +1.1% |
| 30D | +9.5% | 0.0% | +9.5% | +9.6% |
| 3M | +14.3% | +26.1% | -11.8% | +18.1% |
| 6M | -1.9% | +29.4% | -31.2% | +2.0% |
| YTD | +4.1% | +24.4% | -20.3% | +8.7% |
| 1Y | +56.1% | +10.9% | +45.2% | +63.0% |
| All | +56.1% | +12.9% | +43.3% | +63.0% |
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