+55.3%
BE vs DBX
+22.5%
+32.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.3% | -9.6% | -4.5% |
| 7D | -12.1% | -1.1% | -11.0% | -12.5% |
| 30D | -30.1% | +5.0% | -35.1% | -27.7% |
| 3M | -12.1% | +4.6% | -16.8% | -8.7% |
| 6M | -30.6% | +43.9% | -74.5% | -13.5% |
| YTD | +130.6% | +29.9% | +100.8% | +192.7% |
| 1Y | +55.3% | +24.6% | +30.7% | +101.4% |
| All | +55.3% | +22.5% | +32.7% | +101.4% |
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