+33.1%
DBX vs BWA
+24.4%
+8.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.8% | -5.2% | -1.7% |
| 7D | -2.4% | +5.7% | -8.1% | -0.9% |
| 30D | -0.5% | +1.4% | -1.9% | -0.1% |
| 3M | +28.1% | -12.1% | +40.1% | +25.8% |
| 6M | +33.1% | +28.6% | +4.5% | +39.2% |
| All | +33.1% | +24.4% | +8.7% | +39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 6mo: compounded portfolio wealth divided by compounded BWA 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…
6mo analysis · Full analysis span regression · 6 months rolling