+38.7%
GOOGL vs DBX
+13.9%
+24.9%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.4% |
| 7D | -2.8% | -1.8% | -1.0% | -2.6% |
| 30D | -3.2% | +2.8% | -6.0% | -3.6% |
| 3M | -6.6% | +26.8% | -33.4% | -9.0% |
| 6M | +8.5% | +32.8% | -24.3% | +5.0% |
| YTD | +6.5% | +26.1% | -19.6% | +3.2% |
| All | +38.7% | +13.9% | +24.9% | +36.6% |
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