+14.5%
FIX vs DBX
+4.4%
+10.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -6.0% | +15.4% | +5.9% |
| 7D | -7.2% | -8.6% | +1.3% | -11.1% |
| 30D | -35.1% | -5.2% | -29.9% | -36.5% |
| 3M | -34.3% | -6.4% | -27.9% | -35.5% |
| 6M | -42.9% | +12.7% | -55.7% | -36.8% |
| YTD | +19.5% | +17.2% | +2.3% | +31.1% |
| All | +14.5% | +4.4% | +10.1% | +27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling