+34.5%
DBX vs GEN
+79.4%
-44.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.6% | -0.4% | -1.9% |
| 7D | -4.4% | +2.3% | -6.7% | -5.4% |
| 30D | +4.8% | +33.1% | -28.3% | -9.1% |
| 3M | +0.3% | +6.5% | -6.1% | -3.1% |
| 6M | +40.4% | +53.8% | -13.4% | +15.4% |
| YTD | +24.7% | +11.2% | +13.5% | +14.9% |
| 1Y | +20.9% | +19.4% | +1.5% | +8.5% |
| 3Y | +34.5% | +81.0% | -46.5% | +20.7% |
| All | +34.5% | +79.4% | -44.9% | +20.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling