+334.7%
DINO vs DBX
+7.0%
+327.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.3% | -2.5% | -0.7% |
| 7D | +2.0% | +0.3% | +1.7% | +1.8% |
| 30D | +27.7% | 0.0% | +27.7% | +27.4% |
| 3M | +56.3% | +26.1% | +30.2% | +46.5% |
| 6M | +107.6% | +29.4% | +78.2% | +91.8% |
| YTD | +140.2% | +24.4% | +115.8% | +124.0% |
| 1Y | +113.0% | +10.9% | +102.1% | +104.3% |
| 3Y | +100.1% | +24.1% | +76.0% | +81.2% |
| All | +334.7% | +7.0% | +327.7% | +281.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling