+26.0%
DBX vs INDA
+8.7%
+17.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | -3.3% | +1.1% | -4.4% | -4.0% |
| 30D | -5.9% | +9.4% | -15.2% | -11.2% |
| 3M | -6.7% | +2.9% | -9.6% | -8.5% |
| 6M | +28.0% | +7.2% | +20.7% | +21.8% |
| YTD | +20.6% | -4.8% | +25.4% | +24.6% |
| 1Y | +10.3% | -5.1% | +15.4% | +14.0% |
| 3Y | +24.0% | +16.7% | +7.4% | +5.5% |
| All | +26.0% | +8.7% | +17.3% | +10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling