+13.8%
DBX vs GEN
+132.3%
-118.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.8% |
| 7D | -7.3% | +1.0% | -8.3% | -7.6% |
| 30D | -5.7% | +29.1% | -34.8% | -14.3% |
| 3M | -6.3% | +2.9% | -9.2% | -7.9% |
| 6M | +12.1% | +33.6% | -21.5% | +0.9% |
| YTD | +16.5% | +12.0% | +4.5% | +10.5% |
| 1Y | +6.1% | +16.2% | -10.1% | -0.6% |
| 3Y | +21.8% | +65.1% | -43.3% | +1.8% |
| 5Y | +19.1% | +33.3% | -14.2% | +4.4% |
| All | +13.8% | +132.3% | -118.5% | -30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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