+23.1%
DBX vs BB
-41.5%
+64.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.7% | +4.0% | +1.9% |
| 7D | -1.8% | -2.1% | +0.3% | -1.4% |
| 30D | +2.8% | -16.0% | +18.9% | +6.3% |
| 3M | +26.8% | -14.5% | +41.3% | +28.5% |
| 6M | +32.8% | +118.6% | -85.8% | +8.7% |
| YTD | +26.1% | +98.9% | -72.9% | +5.2% |
| 1Y | +14.1% | +99.5% | -85.3% | -5.6% |
| 3Y | +25.7% | +65.4% | -39.6% | +1.6% |
| 5Y | +11.2% | -27.6% | +38.8% | +3.3% |
| All | +23.1% | -41.5% | +64.5% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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