+23.1%
DBX vs UUUU
+779.4%
-756.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.3% | +7.7% | +2.0% |
| 7D | -1.8% | -5.0% | +3.2% | -1.3% |
| 30D | +2.8% | -7.8% | +10.6% | +3.5% |
| 3M | +26.8% | -0.4% | +27.2% | +25.8% |
| 6M | +32.8% | -32.9% | +65.7% | +35.7% |
| YTD | +26.1% | -6.3% | +32.3% | +21.0% |
| 1Y | +14.1% | +7.9% | +6.2% | +5.1% |
| 3Y | +25.7% | +85.2% | -59.5% | +1.0% |
| 5Y | +11.2% | +97.0% | -85.8% | -16.4% |
| All | +23.1% | +779.4% | -756.3% | -32.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling