+125.0%
EQT vs DBX
+22.6%
+102.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.1% | -2.0% |
| 7D | -2.0% | +2.1% | -4.1% | -2.6% |
| 30D | 0.0% | +5.7% | -5.7% | -1.7% |
| 3M | +5.9% | +31.8% | -25.9% | -2.6% |
| 6M | -14.8% | +37.5% | -52.2% | -23.4% |
| YTD | +1.8% | +27.9% | -26.1% | -6.7% |
| 1Y | +7.4% | +15.0% | -7.7% | +1.3% |
| 3Y | +33.6% | +27.2% | +6.4% | +19.2% |
| 5Y | +199.3% | +12.8% | +186.5% | +168.8% |
| All | +125.0% | +22.6% | +102.4% | +65.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling