+22.3%
DBX vs GEN
+137.2%
-114.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.2% | -0.3% | -1.7% |
| 7D | -2.4% | -1.2% | -1.2% | -2.0% |
| 30D | -0.5% | +10.1% | -10.6% | -3.7% |
| 3M | +28.1% | +16.1% | +12.0% | +21.6% |
| 6M | +33.1% | +38.9% | -5.8% | +19.1% |
| YTD | +25.3% | +14.4% | +10.9% | +18.8% |
| 1Y | +18.3% | +5.9% | +12.5% | +14.9% |
| 3Y | +25.0% | +58.8% | -33.8% | +6.2% |
| 5Y | +7.5% | +24.7% | -17.1% | -3.8% |
| All | +22.3% | +137.2% | -114.9% | -25.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling