+23.5%
DBX vs SUI
-27.1%
+50.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.8% | +3.2% | +2.6% |
| 7D | -8.1% | -2.4% | -5.7% | -7.4% |
| 30D | -4.9% | +3.3% | -8.2% | -6.0% |
| 3M | -2.7% | +0.7% | -3.4% | -3.1% |
| 6M | +25.2% | -4.1% | +29.3% | +26.5% |
| YTD | +19.3% | -1.8% | +21.1% | +19.4% |
| 1Y | +6.6% | -4.1% | +10.7% | +7.5% |
| 3Y | +24.6% | +17.4% | +7.2% | +13.1% |
| 5Y | +23.5% | -27.0% | +50.5% | +42.3% |
| All | +23.5% | -27.1% | +50.6% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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