+23.7%
DBX vs INDA
+8.1%
+15.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.9% | +3.2% | +2.7% |
| 7D | +0.3% | -2.6% | +2.9% | +1.4% |
| 30D | 0.0% | -2.9% | +2.9% | +1.3% |
| 3M | +26.1% | +2.4% | +23.7% | +24.7% |
| 6M | +29.4% | -2.6% | +32.0% | +31.0% |
| YTD | +24.4% | -10.0% | +34.4% | +31.0% |
| 1Y | +10.9% | -7.7% | +18.5% | +15.0% |
| All | +23.7% | +8.1% | +15.6% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 3y: compounded portfolio wealth divided by compounded INDA 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…
3y analysis · Full analysis span regression · 6 months rolling