+8.7%
DBX vs EXR
+24.1%
-15.5%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.1% |
| 7D | -6.3% | -1.2% | -5.1% | -6.1% |
| 30D | -5.9% | +18.3% | -24.2% | -8.0% |
| 3M | -0.4% | +9.1% | -9.4% | -1.9% |
| 6M | +29.8% | +11.7% | +18.1% | +28.5% |
| YTD | +20.5% | +25.7% | -5.2% | +20.4% |
| 1Y | +8.7% | +24.9% | -16.3% | +8.2% |
| All | +8.7% | +24.1% | -15.5% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 1y: compounded portfolio wealth divided by compounded EXR 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…
1y analysis · Full analysis span regression · 6 months rolling