+28.4%
DOV vs DBX
+23.9%
+4.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.4% | -1.6% |
| 7D | +3.4% | -6.3% | +9.7% | +4.6% |
| 30D | +8.8% | -5.9% | +14.7% | +9.9% |
| 3M | +0.9% | -0.4% | +1.3% | +0.4% |
| 6M | -2.8% | +29.8% | -32.7% | -9.4% |
| YTD | +8.1% | +20.5% | -12.5% | +2.0% |
| 1Y | +15.2% | +8.7% | +6.6% | +11.9% |
| 3Y | +64.5% | +25.9% | +38.6% | +46.7% |
| All | +28.4% | +23.9% | +4.5% | +10.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling