+360.5%
BE vs DBX
+20.4%
+340.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.4% | +9.8% | +6.0% |
| 7D | +20.0% | -2.4% | +22.4% | +18.3% |
| 30D | +7.9% | -0.5% | +8.4% | +7.9% |
| 3M | -13.2% | +28.1% | -41.3% | +2.1% |
| 6M | +53.5% | +33.1% | +20.4% | +84.1% |
| YTD | +191.0% | +25.3% | +165.7% | +253.2% |
| 1Y | +360.5% | +18.3% | +342.2% | +467.3% |
| All | +360.5% | +20.4% | +340.1% | +467.3% |
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