+40.5%
DBX vs BBIO
+136.9%
-96.4%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.7% | +6.0% | +1.8% |
| 7D | -1.8% | -3.9% | +2.0% | -1.4% |
| 30D | +2.8% | -13.4% | +16.2% | +4.4% |
| 3M | +26.8% | +7.6% | +19.2% | +25.5% |
| 6M | +32.8% | -2.4% | +35.2% | +32.5% |
| YTD | +26.1% | -5.2% | +31.3% | +25.7% |
| 1Y | +14.1% | +36.9% | -22.8% | +8.9% |
| 3Y | +25.7% | +155.2% | -129.5% | +9.0% |
| 5Y | +11.2% | +44.0% | -32.8% | -14.7% |
| All | +40.5% | +136.9% | -96.4% | -10.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling