+13.8%
DBX vs BBWI
-10.0%
+23.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | 0.0% | -0.5% |
| 7D | -7.3% | -4.2% | -3.1% | -6.7% |
| 30D | -5.7% | +24.9% | -30.6% | -9.0% |
| 3M | -6.3% | +13.2% | -19.5% | -8.6% |
| 6M | +12.1% | +12.1% | 0.0% | +8.8% |
| YTD | +16.5% | +11.1% | +5.5% | +12.3% |
| 1Y | +6.1% | +0.7% | +5.3% | +2.9% |
| 3Y | +21.8% | -23.8% | +45.5% | +20.0% |
| 5Y | +19.1% | -66.9% | +86.0% | +29.3% |
| All | +13.8% | -10.0% | +23.7% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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