+101.7%
DOCU vs DBX
+13.2%
+88.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.7% |
| 7D | +1.6% | -6.3% | +7.9% | +5.6% |
| 30D | +10.8% | -5.9% | +16.7% | +15.0% |
| 3M | +38.0% | -0.4% | +38.3% | +38.0% |
| 6M | +77.4% | +29.8% | +47.6% | +51.1% |
| YTD | +17.2% | +20.5% | -3.4% | +3.8% |
| 1Y | +15.6% | +8.7% | +6.9% | +9.0% |
| 3Y | +95.6% | +25.9% | +69.7% | +59.9% |
| 5Y | -69.7% | +24.2% | -93.9% | -74.4% |
| All | +101.7% | +13.2% | +88.5% | +68.6% |
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