+23.1%
DBX vs HRB
+147.4%
-124.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.5% |
| 7D | -1.8% | -12.2% | +10.4% | +0.9% |
| 30D | +2.8% | -3.0% | +5.8% | +3.1% |
| 3M | +26.8% | +21.7% | +5.1% | +21.2% |
| 6M | +32.8% | +52.3% | -19.6% | +21.1% |
| YTD | +26.1% | +6.5% | +19.6% | +22.9% |
| 1Y | +14.1% | -6.7% | +20.8% | +13.8% |
| 3Y | +25.7% | +25.1% | +0.6% | +17.1% |
| 5Y | +11.2% | +113.8% | -102.6% | -7.4% |
| All | +23.1% | +147.4% | -124.3% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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