+24.2%
DBX vs SPXU
-83.8%
+108.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +1.4% |
| 7D | -6.3% | -9.4% | +3.1% | -9.2% |
| 30D | -5.9% | +7.4% | -13.3% | -3.3% |
| 3M | -0.4% | +6.2% | -6.5% | +2.2% |
| 6M | +29.8% | -7.2% | +37.1% | +27.9% |
| YTD | +20.5% | -26.8% | +47.3% | +10.7% |
| 1Y | +8.7% | -26.3% | +34.9% | +0.3% |
| 3Y | +25.9% | -80.6% | +106.5% | -21.4% |
| 5Y | +24.2% | -83.6% | +107.7% | -12.6% |
| All | +24.2% | -83.8% | +108.0% | -12.6% |
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