+24.0%
DBX vs SPXU
-80.8%
+104.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +1.3% |
| 7D | -6.3% | -9.4% | +3.1% | -8.5% |
| 30D | -5.9% | +7.4% | -13.3% | -3.8% |
| 3M | -0.4% | +6.2% | -6.5% | +1.7% |
| 6M | +29.8% | -7.2% | +37.1% | +28.5% |
| YTD | +20.5% | -26.8% | +47.3% | +12.9% |
| 1Y | +8.7% | -26.3% | +34.9% | +2.2% |
| All | +24.0% | -80.8% | +104.8% | -20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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