+7.8%
DBX vs AEIS
+238.7%
-231.0%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.1% | +3.4% | +2.5% |
| 7D | +0.3% | +6.5% | -6.2% | -0.8% |
| 30D | 0.0% | -9.2% | +9.2% | +1.2% |
| 3M | +26.1% | -8.3% | +34.5% | +24.7% |
| 6M | +29.4% | -6.3% | +35.7% | +24.1% |
| YTD | +24.4% | +36.5% | -12.1% | +4.9% |
| 1Y | +10.9% | +84.8% | -73.9% | -16.8% |
| 3Y | +24.1% | +176.6% | -152.5% | -23.7% |
| 5Y | +7.8% | +237.1% | -229.3% | -44.0% |
| All | +7.8% | +238.7% | -231.0% | -44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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