+7.8%
DBX vs HRB
+104.8%
-97.1%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.6% | +3.9% | +2.7% |
| 7D | +0.3% | -10.6% | +10.9% | +2.9% |
| 30D | 0.0% | -0.8% | +0.8% | -0.3% |
| 3M | +26.1% | +19.1% | +7.0% | +20.4% |
| 6M | +29.4% | +48.7% | -19.3% | +17.5% |
| YTD | +24.4% | +7.1% | +17.3% | +20.8% |
| 1Y | +10.9% | -8.3% | +19.2% | +10.9% |
| 3Y | +24.1% | +25.8% | -1.8% | +13.7% |
| 5Y | +7.8% | +111.1% | -103.3% | -11.7% |
| All | +7.8% | +104.8% | -97.1% | -11.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling