+48.6%
HAS vs DBX
+20.1%
+28.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | 0.0% |
| 7D | -1.8% | -2.4% | +0.6% | -1.3% |
| 30D | +2.3% | -0.5% | +2.8% | +2.2% |
| 3M | +10.4% | +28.1% | -17.7% | +4.2% |
| 6M | -3.2% | +33.1% | -36.3% | -10.1% |
| YTD | +15.4% | +25.3% | -9.9% | +8.6% |
| 1Y | +18.8% | +18.3% | +0.5% | +12.7% |
| 3Y | +43.9% | +25.0% | +18.9% | +31.6% |
| 5Y | +13.9% | +7.5% | +6.4% | +4.7% |
| All | +48.6% | +20.1% | +28.5% | +23.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling