+42.5%
DBX vs BBIO
+136.7%
-94.1%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.5% | +1.5% |
| 7D | +2.1% | -3.2% | +5.3% | +2.4% |
| 30D | +5.7% | -13.6% | +19.3% | +7.3% |
| 3M | +31.8% | +7.2% | +24.6% | +30.5% |
| 6M | +37.5% | +1.5% | +36.0% | +36.6% |
| YTD | +27.9% | -5.3% | +33.2% | +27.6% |
| 1Y | +15.0% | +37.7% | -22.7% | +9.7% |
| 3Y | +27.2% | +153.9% | -126.7% | +10.4% |
| 5Y | +12.8% | +43.9% | -31.1% | -13.5% |
| All | +42.5% | +136.7% | -94.1% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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