+303.3%
BNY vs DBX
+20.9%
+282.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.2% |
| 7D | -1.1% | -1.8% | +0.8% | -0.7% |
| 30D | +1.4% | +2.8% | -1.4% | +0.7% |
| 3M | +16.8% | +26.8% | -10.0% | +10.8% |
| 6M | +42.0% | +32.8% | +9.2% | +32.5% |
| YTD | +41.9% | +26.1% | +15.8% | +33.8% |
| 1Y | +59.2% | +14.1% | +45.1% | +52.8% |
| 3Y | +290.9% | +25.7% | +265.2% | +259.2% |
| 5Y | +259.0% | +11.2% | +247.9% | +229.5% |
| All | +303.3% | +20.9% | +282.5% | +223.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling