+11.2%
DBX vs INDA
+4.5%
+6.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +2.1% |
| 7D | -1.8% | -3.6% | +1.8% | +0.5% |
| 30D | +2.8% | -4.0% | +6.8% | +5.5% |
| 3M | +26.8% | +1.7% | +25.1% | +25.1% |
| 6M | +32.8% | -3.6% | +36.4% | +35.6% |
| YTD | +26.1% | -11.0% | +37.1% | +36.1% |
| 1Y | +14.1% | -9.5% | +23.6% | +21.4% |
| 3Y | +25.7% | +7.6% | +18.1% | +13.3% |
| 5Y | +11.2% | +4.8% | +6.4% | -0.6% |
| All | +11.2% | +4.5% | +6.7% | -0.6% |
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