+8.4%
DBX vs GEN
+0.8%
+7.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.7% | -0.2% | -1.0% |
| 7D | -1.3% | -0.7% | -0.6% | -0.8% |
| 30D | -2.9% | +2.6% | -5.5% | -4.5% |
| 3M | +23.8% | +15.8% | +8.1% | +11.9% |
| 6M | +26.2% | +33.1% | -6.9% | +1.8% |
| YTD | +21.6% | +11.3% | +10.3% | +7.4% |
| All | +8.4% | +0.8% | +7.6% | -5.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling