+195.8%
DINO vs DBX
+22.6%
+173.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.3% | -0.3% |
| 7D | +2.3% | +2.1% | +0.2% | +1.7% |
| 30D | +22.6% | +5.7% | +16.9% | +20.7% |
| 3M | +55.2% | +31.8% | +23.4% | +43.7% |
| 6M | +93.8% | +37.5% | +56.3% | +76.2% |
| YTD | +139.5% | +27.9% | +111.6% | +121.5% |
| 1Y | +115.3% | +15.0% | +100.3% | +104.1% |
| 3Y | +98.8% | +27.2% | +71.6% | +79.5% |
| 5Y | +333.5% | +12.8% | +320.7% | +293.8% |
| All | +195.8% | +22.6% | +173.2% | +135.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 10y: compounded portfolio wealth divided by compounded DBX 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…
10y analysis · Full analysis span regression · 6 months rolling