+58.1%
INTC vs DBX
+26.6%
+31.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | +6.0% | -3.3% | +9.3% | +6.5% |
| 30D | -39.2% | -5.9% | -33.3% | -38.7% |
| 3M | -42.9% | -6.7% | -36.3% | -42.6% |
| 6M | -50.4% | +28.0% | -78.4% | -54.6% |
| YTD | +61.7% | +20.6% | +41.1% | +49.6% |
| 1Y | +66.1% | +10.3% | +55.8% | +59.2% |
| 3Y | +58.1% | +24.0% | +34.1% | +41.5% |
| All | +58.1% | +26.6% | +31.6% | +41.5% |
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