+18.3%
DBX vs UUUU
+27.9%
-9.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.3% | -2.4% |
| 7D | -2.4% | -1.4% | -1.1% | -2.5% |
| 30D | -0.5% | +16.3% | -16.8% | +0.4% |
| 3M | +28.1% | -16.7% | +44.7% | +27.8% |
| 6M | +33.1% | -33.7% | +66.7% | +32.1% |
| YTD | +25.3% | -0.5% | +25.8% | +22.1% |
| 1Y | +18.3% | +28.9% | -10.5% | +3.9% |
| All | +18.3% | +27.9% | -9.6% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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