+22.3%
DBX vs WU
-37.0%
+59.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.5% | -2.2% |
| 7D | -2.4% | -0.8% | -1.6% | -2.2% |
| 30D | -0.5% | -1.1% | +0.6% | -0.1% |
| 3M | +28.1% | -3.9% | +31.9% | +28.3% |
| 6M | +33.1% | -20.7% | +53.8% | +41.0% |
| YTD | +25.3% | -18.4% | +43.6% | +31.3% |
| 1Y | +18.3% | -8.1% | +26.4% | +18.7% |
| 3Y | +25.0% | -24.2% | +49.2% | +31.1% |
| 5Y | +7.5% | -50.4% | +58.0% | +27.0% |
| All | +22.3% | -37.0% | +59.3% | +11.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling