+81.0%
BBY vs DBX
+19.3%
+61.8%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.3% | -3.8% | -2.2% |
| 7D | +1.2% | +0.3% | +0.9% | +1.0% |
| 30D | +6.8% | 0.0% | +6.8% | +6.5% |
| 3M | +18.7% | +26.1% | -7.4% | +9.7% |
| 6M | +37.3% | +29.4% | +7.9% | +24.7% |
| YTD | +35.3% | +24.4% | +10.9% | +24.3% |
| 1Y | +20.7% | +10.9% | +9.8% | +14.7% |
| 3Y | +39.4% | +24.1% | +15.4% | +23.9% |
| 5Y | -1.5% | +7.8% | -9.2% | -11.3% |
| All | +81.0% | +19.3% | +61.8% | +40.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling