+18.7%
DBX vs UUUU
+843.2%
-824.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.0% | -4.0% | -3.0% |
| 7D | -1.3% | +2.8% | -4.1% | -1.6% |
| 30D | -2.9% | +3.4% | -6.3% | -3.4% |
| 3M | +23.8% | -3.9% | +27.7% | +23.5% |
| 6M | +26.2% | -23.2% | +49.4% | +27.1% |
| YTD | +21.6% | +0.6% | +21.1% | +15.9% |
| 1Y | +11.4% | +22.9% | -11.4% | +1.0% |
| 3Y | +21.3% | +98.6% | -77.4% | -3.2% |
| 5Y | +6.7% | +130.2% | -123.6% | -21.3% |
| All | +18.7% | +843.2% | -824.5% | -35.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling