+41.2%
DOV vs DBX
+23.5%
+17.6%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.3% | -4.0% | -1.9% |
| 7D | +1.3% | +0.3% | +1.1% | +1.3% |
| 30D | -8.6% | 0.0% | -8.6% | -8.7% |
| 3M | -13.1% | +26.1% | -39.2% | -15.6% |
| 6M | -8.8% | +29.4% | -38.2% | -12.0% |
| YTD | -1.2% | +24.4% | -25.7% | -3.9% |
| 1Y | +10.7% | +10.9% | -0.2% | +10.2% |
| All | +41.2% | +23.5% | +17.6% | +31.3% |
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