+417.9%
GE vs DBX
+8.9%
+409.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.3% | -5.1% | -3.3% |
| 7D | -1.2% | +0.3% | -1.5% | -1.3% |
| 30D | -11.3% | 0.0% | -11.3% | -11.5% |
| 3M | -1.4% | +26.1% | -27.5% | -7.1% |
| 6M | +1.2% | +29.4% | -28.1% | -6.2% |
| YTD | +5.9% | +24.4% | -18.5% | -0.9% |
| 1Y | +18.4% | +10.9% | +7.5% | +14.3% |
| 3Y | +271.0% | +24.1% | +246.9% | +232.8% |
| 5Y | +417.9% | +7.8% | +410.2% | +338.1% |
| All | +417.9% | +8.9% | +409.1% | +338.1% |
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