+661.2%
MU vs DBX
+12.9%
+648.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.3% | +0.4% | +3.6% |
| 7D | +7.5% | +0.3% | +7.2% | +7.6% |
| 30D | +19.4% | 0.0% | +19.4% | +19.6% |
| 3M | +9.8% | +26.1% | -16.3% | +20.8% |
| 6M | +164.1% | +29.4% | +134.8% | +182.2% |
| YTD | +260.3% | +24.4% | +235.9% | +284.4% |
| 1Y | +661.2% | +10.9% | +650.3% | +669.0% |
| All | +661.2% | +12.9% | +648.3% | +669.0% |
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