+37.9%
BAX vs DBX
+7.4%
+30.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.3% | -2.4% |
| 7D | +0.4% | -6.3% | +6.6% | +0.9% |
| 30D | +3.4% | -5.9% | +9.3% | +3.9% |
| 3M | -4.5% | -0.4% | -4.1% | -4.6% |
| 6M | +44.0% | +29.8% | +14.2% | +40.8% |
| YTD | +34.9% | +20.5% | +14.3% | +32.9% |
| 1Y | +37.9% | +8.7% | +29.3% | +39.6% |
| All | +37.9% | +7.4% | +30.5% | +39.6% |
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 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