+195.6%
EQT vs DBX
+10.1%
+185.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.3% |
| 7D | -1.2% | -1.8% | +0.7% | -0.8% |
| 30D | +1.1% | +2.8% | -1.8% | +0.2% |
| 3M | +4.8% | +26.8% | -22.0% | -1.6% |
| 6M | -10.6% | +32.8% | -43.3% | -17.7% |
| YTD | +3.4% | +26.1% | -22.6% | -3.5% |
| 1Y | +8.7% | +14.1% | -5.5% | +4.0% |
| 3Y | +35.0% | +25.7% | +9.2% | +21.8% |
| All | +195.6% | +10.1% | +185.4% | +145.4% |
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