+555.0%
LITE vs DBX
+13.3%
+541.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.9% | +14.0% | +9.3% |
| 7D | +12.6% | -1.3% | +13.9% | +12.0% |
| 30D | +9.9% | -2.9% | +12.8% | +9.3% |
| 3M | +9.3% | +23.8% | -14.6% | +24.7% |
| 6M | +75.2% | +26.2% | +49.0% | +102.1% |
| YTD | +165.5% | +21.6% | +143.9% | +210.1% |
| 1Y | +555.0% | +11.4% | +543.5% | +655.4% |
| All | +555.0% | +13.3% | +541.6% | +655.4% |
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