+21.7%
DBX vs IBB
+102.2%
-80.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.7% | -4.8% | -4.2% |
| 7D | -4.4% | -1.8% | -2.6% | -3.4% |
| 30D | +4.8% | +5.1% | -0.3% | +1.0% |
| 3M | +0.3% | +10.7% | -10.4% | -7.5% |
| 6M | +40.4% | +22.9% | +17.5% | +19.4% |
| YTD | +24.7% | +26.7% | -2.0% | +2.7% |
| 1Y | +20.9% | +35.1% | -14.2% | -5.3% |
| 3Y | +34.5% | +80.2% | -45.7% | -18.1% |
| 5Y | +24.6% | +37.8% | -13.2% | -6.5% |
| All | +21.7% | +102.2% | -80.5% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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