+213.4%
HAS vs DBX
+26.6%
+186.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.8% | -0.8% |
| 7D | +1.4% | -3.3% | +4.6% | +1.8% |
| 30D | +26.3% | -5.9% | +32.2% | +27.4% |
| 3M | +25.6% | -6.7% | +32.3% | +26.7% |
| 6M | +30.3% | +28.0% | +2.3% | +24.9% |
| YTD | +50.4% | +20.6% | +29.7% | +45.6% |
| 1Y | +57.7% | +10.3% | +47.4% | +55.4% |
| 3Y | +213.4% | +24.0% | +189.3% | +171.1% |
| All | +213.4% | +26.6% | +186.8% | +171.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling