+7.8%
DBX vs WU
-51.4%
+59.2%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.9% | +3.2% | +2.5% |
| 7D | +0.3% | -4.9% | +5.2% | +1.7% |
| 30D | 0.0% | -1.3% | +1.3% | +0.4% |
| 3M | +26.1% | -3.6% | +29.7% | +26.2% |
| 6M | +29.4% | -24.3% | +53.7% | +38.3% |
| YTD | +24.4% | -21.1% | +45.5% | +31.2% |
| 1Y | +10.9% | -10.3% | +21.2% | +11.8% |
| 3Y | +24.1% | -28.4% | +52.4% | +32.0% |
| 5Y | +7.8% | -51.2% | +59.0% | +23.9% |
| All | +7.8% | -51.4% | +59.2% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 5y: compounded portfolio wealth divided by compounded WU 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…
5y analysis · Full analysis span regression · 6 months rolling