+491.3%
BE vs DBX
+24.0%
+467.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.1% | -4.7% | -4.0% |
| 7D | +20.5% | -6.3% | +26.8% | +23.4% |
| 30D | -23.4% | -5.9% | -17.5% | -22.0% |
| 3M | -14.9% | -0.4% | -14.5% | -16.6% |
| 6M | -28.1% | +29.8% | -57.9% | -41.2% |
| YTD | +132.4% | +20.5% | +111.9% | +91.1% |
| 1Y | +59.4% | +8.7% | +50.7% | +41.8% |
| 3Y | +1,815.8% | +25.9% | +1,789.9% | +1,257.3% |
| 5Y | +491.3% | +24.2% | +467.1% | +331.3% |
| All | +491.3% | +24.0% | +467.3% | +331.3% |
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 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