+35.8%
MSCI vs DBX
+26.6%
+9.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.3% | +1.3% |
| 7D | +3.0% | -3.3% | +6.3% | +3.7% |
| 30D | +17.8% | -5.9% | +23.7% | +19.4% |
| 3M | +15.2% | -6.7% | +21.9% | +16.8% |
| 6M | +16.5% | +28.0% | -11.5% | +10.1% |
| YTD | +16.4% | +20.6% | -4.2% | +10.6% |
| 1Y | +16.8% | +10.3% | +6.5% | +12.9% |
| 3Y | +35.8% | +24.0% | +11.7% | +22.2% |
| All | +35.8% | +26.6% | +9.2% | +22.2% |
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