+23.1%
DBX vs IBN
+251.9%
-228.8%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.5% |
| 7D | -1.8% | -5.5% | +3.7% | -0.4% |
| 30D | +2.8% | -3.4% | +6.3% | +3.7% |
| 3M | +26.8% | +8.7% | +18.1% | +23.9% |
| 6M | +32.8% | +3.7% | +29.1% | +31.0% |
| YTD | +26.1% | -2.4% | +28.5% | +26.2% |
| 1Y | +14.1% | -8.1% | +22.2% | +15.9% |
| 3Y | +25.7% | +26.3% | -0.6% | +16.2% |
| 5Y | +11.2% | +54.9% | -43.8% | -2.8% |
| All | +23.1% | +251.9% | -228.8% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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