+95.3%
DOCU vs DBX
+37.6%
+57.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.0% | -1.4% |
| 7D | -3.2% | -1.5% | -1.7% | -2.4% |
| 30D | +15.7% | +6.0% | +9.7% | +11.7% |
| 3M | +37.3% | +2.2% | +35.1% | +35.6% |
| 6M | +63.1% | +40.7% | +22.4% | +33.8% |
| YTD | +15.4% | +28.6% | -13.3% | -0.5% |
| 1Y | +11.3% | +22.8% | -11.4% | -2.0% |
| All | +95.3% | +37.6% | +57.7% | +40.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling