+1,227.8%
BE vs DBX
+8.9%
+1,218.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.3% | -5.2% | -3.9% |
| 7D | +23.9% | +0.3% | +23.7% | +23.5% |
| 30D | +27.8% | 0.0% | +27.8% | +27.0% |
| 3M | +3.7% | +26.1% | -22.4% | -11.0% |
| 6M | +78.0% | +29.4% | +48.6% | +44.8% |
| YTD | +209.9% | +24.4% | +185.5% | +154.7% |
| 1Y | +389.6% | +10.9% | +378.7% | +332.1% |
| 3Y | +1,730.6% | +24.1% | +1,706.5% | +1,276.1% |
| 5Y | +1,227.8% | +7.8% | +1,220.1% | +964.5% |
| All | +1,227.8% | +8.9% | +1,218.9% | +964.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling