+7.8%
DBX vs SPXU
-85.9%
+93.6%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.4% | +0.9% | +2.8% |
| 7D | +0.3% | +1.3% | -1.0% | +0.8% |
| 30D | 0.0% | +5.1% | -5.1% | +1.9% |
| 3M | +26.1% | -9.1% | +35.2% | +22.8% |
| 6M | +29.4% | -29.6% | +58.9% | +16.1% |
| YTD | +24.4% | -27.7% | +52.1% | +13.3% |
| 1Y | +10.9% | -37.0% | +47.8% | -3.3% |
| 3Y | +24.1% | -80.2% | +104.2% | -21.9% |
| 5Y | +7.8% | -86.0% | +93.8% | -29.9% |
| All | +7.8% | -85.9% | +93.6% | -29.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling