+57.7%
GEV vs DBX
+20.4%
+37.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | -0.9% |
| 7D | +3.3% | -2.4% | +5.7% | +2.3% |
| 30D | -7.5% | -0.5% | -7.0% | -7.5% |
| 3M | -2.2% | +28.1% | -30.2% | +8.5% |
| 6M | +12.1% | +33.1% | -21.0% | +26.7% |
| YTD | +44.4% | +25.3% | +19.1% | +62.0% |
| 1Y | +57.7% | +18.3% | +39.3% | +75.6% |
| All | +57.7% | +20.4% | +37.2% | +75.6% |
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