+13.8%
DBX vs EQH
+102.2%
-88.4%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | 0.0% | +0.9% |
| 7D | +2.1% | +0.7% | +1.4% | +1.8% |
| 30D | +5.7% | +2.8% | +2.9% | +4.5% |
| 3M | +31.8% | +23.1% | +8.7% | +20.5% |
| 6M | +37.5% | +41.4% | -3.9% | +17.7% |
| YTD | +27.9% | +14.3% | +13.7% | +19.6% |
| 1Y | +15.0% | +1.6% | +13.4% | +12.6% |
| 3Y | +27.2% | +102.7% | -75.5% | -12.7% |
| All | +13.8% | +102.2% | -88.4% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 5y: compounded portfolio wealth divided by compounded EQH 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…
5y analysis · Full analysis span regression · 6 months rolling