+8.7%
DBX vs URA
-29.1%
+37.8%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.8% | +4.9% | +0.6% |
| 7D | -6.3% | +4.5% | -10.7% | -5.8% |
| 30D | -5.9% | -13.4% | +7.6% | -7.1% |
| 3M | -0.4% | -28.4% | +28.1% | -3.4% |
| 6M | +29.8% | -40.5% | +70.3% | +25.2% |
| YTD | +20.5% | -24.3% | +44.8% | +15.4% |
| 1Y | +8.7% | -28.8% | +37.5% | +4.2% |
| All | +8.7% | -29.1% | +37.8% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 1y: compounded portfolio wealth divided by compounded URA 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…
1y analysis · Full analysis span regression · 6 months rolling