-0.9%
HCA vs DBX
+20.4%
-21.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.8% |
| 7D | -3.1% | -2.4% | -0.6% | -2.8% |
| 30D | -1.1% | -0.5% | -0.6% | -1.1% |
| 3M | +12.2% | +28.1% | -15.9% | +9.6% |
| 6M | -25.3% | +33.1% | -58.4% | -26.8% |
| YTD | -12.9% | +25.3% | -38.2% | -13.6% |
| 1Y | -0.9% | +18.3% | -19.3% | -0.9% |
| All | -0.9% | +20.4% | -21.4% | -0.9% |
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