+23.7%
DBX vs XHB
+24.0%
-0.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.5% | +3.8% | +2.7% |
| 7D | +0.3% | -1.9% | +2.2% | +0.7% |
| 30D | 0.0% | -8.3% | +8.3% | +2.0% |
| 3M | +26.1% | -7.1% | +33.2% | +27.8% |
| 6M | +29.4% | -5.3% | +34.6% | +29.9% |
| YTD | +24.4% | -3.2% | +27.6% | +23.5% |
| 1Y | +10.9% | -13.9% | +24.7% | +14.6% |
| All | +23.7% | +24.0% | -0.3% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 3y: compounded portfolio wealth divided by compounded XHB 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…
3y analysis · Full analysis span regression · 6 months rolling