+86.8%
BEN vs DBX
+26.5%
+60.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.4% |
| 7D | +11.3% | -6.3% | +17.6% | +12.3% |
| 30D | +15.0% | -5.9% | +20.9% | +15.9% |
| 3M | +7.8% | -0.4% | +8.2% | +7.4% |
| 6M | +15.5% | +29.8% | -14.3% | +9.5% |
| YTD | +55.4% | +20.5% | +34.9% | +48.6% |
| 1Y | +63.3% | +8.7% | +54.6% | +59.4% |
| All | +86.8% | +26.5% | +60.3% | +69.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling