+34.5%
DBX vs DAR
+11.9%
+22.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -3.0% |
| 7D | -4.4% | -9.9% | +5.6% | -3.3% |
| 30D | +4.8% | -16.4% | +21.2% | +6.8% |
| 3M | +0.3% | -17.1% | +17.4% | +2.1% |
| 6M | +40.4% | -20.5% | +60.9% | +43.3% |
| YTD | +24.7% | +39.4% | -14.7% | +17.1% |
| 1Y | +20.9% | +57.2% | -36.3% | +11.3% |
| 3Y | +34.5% | +13.9% | +20.6% | +23.8% |
| All | +34.5% | +11.9% | +22.6% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 3y: compounded portfolio wealth divided by compounded DAR 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…
3y analysis · Full analysis span regression · 6 months rolling