+9.2%
DOV vs DBX
+20.4%
-11.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.4% | +0.7% |
| 7D | -2.7% | -2.4% | -0.2% | -2.9% |
| 30D | -8.1% | -0.5% | -7.6% | -8.1% |
| 3M | -9.4% | +28.1% | -37.5% | -6.2% |
| 6M | -12.6% | +33.1% | -45.7% | -8.2% |
| YTD | -0.5% | +25.3% | -25.8% | +4.5% |
| 1Y | +9.2% | +18.3% | -9.1% | +14.7% |
| All | +9.2% | +20.4% | -11.2% | +14.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling