+170.3%
DOV vs DBX
+22.6%
+147.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.6% |
| 7D | -2.0% | +2.1% | -4.1% | -2.4% |
| 30D | -8.9% | +5.7% | -14.6% | -10.0% |
| 3M | -13.3% | +31.8% | -45.1% | -18.2% |
| 6M | -9.7% | +37.5% | -47.1% | -16.2% |
| YTD | -2.5% | +27.9% | -30.4% | -8.3% |
| 1Y | +7.2% | +15.0% | -7.8% | +2.9% |
| 3Y | +39.4% | +27.2% | +12.2% | +28.2% |
| 5Y | +15.8% | +12.8% | +3.1% | +6.5% |
| All | +170.3% | +22.6% | +147.7% | +121.2% |
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