+22.3%
DBX vs XHB
+173.0%
-150.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -2.9% |
| 7D | -2.4% | -1.3% | -1.1% | -1.8% |
| 30D | -0.5% | -6.9% | +6.4% | +2.8% |
| 3M | +28.1% | -1.3% | +29.3% | +27.7% |
| 6M | +33.1% | -6.8% | +39.9% | +35.1% |
| YTD | +25.3% | +0.7% | +24.6% | +21.7% |
| 1Y | +18.3% | -11.2% | +29.6% | +22.0% |
| 3Y | +25.0% | +25.3% | -0.3% | +3.9% |
| 5Y | +7.5% | +37.3% | -29.8% | -17.0% |
| All | +22.3% | +173.0% | -150.7% | -37.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling