+30.9%
DOCU vs DBX
+26.1%
+4.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.4% | +6.1% | +5.2% |
| 7D | +6.9% | -2.4% | +9.3% | +8.3% |
| 30D | +19.0% | -0.5% | +19.5% | +19.4% |
| 3M | +34.3% | +28.1% | +6.2% | +16.9% |
| 6M | +48.0% | +33.1% | +14.9% | +25.3% |
| YTD | 0.0% | +25.3% | -25.3% | -12.3% |
| 1Y | -10.3% | +18.3% | -28.6% | -19.3% |
| All | +30.9% | +26.1% | +4.8% | +0.6% |
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 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