+34.5%
BBY vs DBX
+22.5%
+12.0%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +3.3% | +4.7% | +7.3% |
| 7D | +4.5% | -1.1% | +5.7% | +4.7% |
| 30D | +16.0% | +5.0% | +11.0% | +15.0% |
| 3M | +18.6% | +4.6% | +14.0% | +17.4% |
| 6M | +80.1% | +43.9% | +36.1% | +68.2% |
| YTD | +57.4% | +29.9% | +27.6% | +47.4% |
| 1Y | +34.5% | +24.6% | +9.9% | +26.0% |
| All | +34.5% | +22.5% | +12.0% | +26.0% |
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