+40.6%
BBY vs DBX
+25.2%
+15.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.3% | -0.2% |
| 7D | +0.7% | -1.8% | +2.5% | +1.1% |
| 30D | +5.8% | +2.8% | +2.9% | +4.8% |
| 3M | +18.0% | +26.8% | -8.8% | +11.0% |
| 6M | +39.8% | +32.8% | +7.1% | +29.2% |
| YTD | +35.4% | +26.1% | +9.3% | +26.6% |
| 1Y | +21.4% | +14.1% | +7.3% | +16.2% |
| All | +40.6% | +25.2% | +15.5% | +26.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling