+76.8%
HBAN vs DBX
+25.2%
+51.7%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.4% |
| 7D | -1.9% | -1.8% | -0.1% | -1.6% |
| 30D | -5.9% | +2.8% | -8.7% | -6.4% |
| 3M | +0.2% | +26.8% | -26.5% | -4.4% |
| 6M | +6.6% | +32.8% | -26.1% | +0.1% |
| YTD | -1.7% | +26.1% | -27.8% | -6.6% |
| 1Y | -1.7% | +14.1% | -15.8% | -4.5% |
| All | +76.8% | +25.2% | +51.7% | +56.3% |
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