+17.7%
DBX vs ARWR
+587.5%
-569.8%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.3% | -0.1% |
| 7D | -3.3% | -17.8% | +14.6% | -0.6% |
| 30D | -5.9% | -18.1% | +12.3% | -3.2% |
| 3M | -6.7% | -44.2% | +37.5% | +0.9% |
| 6M | +28.0% | -38.6% | +66.6% | +35.2% |
| YTD | +20.6% | -28.0% | +48.6% | +22.7% |
| 1Y | +10.3% | +16.1% | -5.8% | +2.4% |
| 3Y | +24.0% | +84.0% | -59.9% | -2.4% |
| 5Y | +24.2% | -35.4% | +59.6% | +12.9% |
| All | +17.7% | +587.5% | -569.8% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling