+16.4%
B vs DBX
+3.8%
+12.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.6% | -6.2% |
| 7D | +7.1% | -7.3% | +14.4% | +6.3% |
| 30D | -3.3% | -5.7% | +2.4% | -4.0% |
| 3M | -2.5% | -6.3% | +3.8% | -3.1% |
| 6M | -7.2% | +12.1% | -19.3% | -4.8% |
| YTD | -7.4% | +16.5% | -23.9% | -2.7% |
| 1Y | +16.4% | +6.1% | +10.4% | +25.1% |
| All | +16.4% | +3.8% | +12.6% | +25.1% |
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