+294.6%
MSCI vs DBX
+19.3%
+275.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.3% | -1.7% | -0.2% |
| 7D | -1.1% | +0.3% | -1.3% | -1.2% |
| 30D | -1.2% | 0.0% | -1.2% | -1.3% |
| 3M | -8.4% | +26.1% | -34.5% | -15.7% |
| 6M | -1.0% | +29.4% | -30.4% | -10.6% |
| YTD | -2.3% | +24.4% | -26.7% | -10.6% |
| 1Y | -1.2% | +10.9% | -12.0% | -6.3% |
| 3Y | +7.9% | +24.1% | -16.2% | -5.7% |
| 5Y | -10.1% | +7.8% | -17.8% | -19.7% |
| All | +294.6% | +19.3% | +275.4% | +196.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling