+21.7%
DBX vs SUI
+76.2%
-54.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -2.6% |
| 7D | -4.4% | +6.2% | -10.6% | -6.2% |
| 30D | +4.8% | +8.6% | -3.8% | +2.0% |
| 3M | +0.3% | +1.0% | -0.6% | -0.1% |
| 6M | +40.4% | -2.6% | +43.0% | +41.2% |
| YTD | +24.7% | -0.1% | +24.8% | +24.2% |
| 1Y | +20.9% | +0.5% | +20.4% | +20.2% |
| 3Y | +34.5% | +15.3% | +19.2% | +25.1% |
| 5Y | +24.6% | -26.1% | +50.8% | +33.2% |
| All | +21.7% | +76.2% | -54.5% | +10.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling