+28.0%
NBIS vs DBX
+22.5%
+5.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +3.3% | -9.9% | -5.1% |
| 7D | -22.4% | -1.1% | -21.3% | -22.7% |
| 30D | -39.1% | +5.0% | -44.2% | -37.4% |
| 3M | -37.3% | +4.6% | -41.9% | -35.0% |
| 6M | -19.8% | +43.9% | -63.7% | -9.8% |
| YTD | +69.1% | +29.9% | +39.2% | +88.6% |
| 1Y | +28.0% | +24.6% | +3.4% | +44.3% |
| All | +28.0% | +22.5% | +5.5% | +44.3% |
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