+17.5%
HAS vs DBX
+13.3%
+4.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.9% | +0.5% | -2.4% |
| 7D | -3.1% | -1.3% | -1.8% | -3.1% |
| 30D | -2.7% | -2.9% | +0.2% | -2.8% |
| 3M | +8.9% | +23.8% | -14.9% | +9.7% |
| 6M | -2.9% | +26.2% | -29.1% | -1.6% |
| YTD | +12.6% | +21.6% | -9.0% | +13.8% |
| 1Y | +17.5% | +11.4% | +6.0% | +17.2% |
| All | +17.5% | +13.3% | +4.1% | +17.2% |
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