+45.8%
BEN vs DBX
+12.7%
+33.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.7% | -1.4% |
| 7D | +0.3% | -1.8% | +2.1% | +0.5% |
| 30D | +0.9% | +2.8% | -1.9% | +0.7% |
| 3M | +9.2% | +26.8% | -17.6% | +7.1% |
| 6M | +36.8% | +32.8% | +4.0% | +32.9% |
| YTD | +44.4% | +26.1% | +18.3% | +40.4% |
| 1Y | +45.8% | +14.1% | +31.7% | +41.8% |
| All | +45.8% | +12.7% | +33.1% | +41.8% |
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