+1,040.6%
NBIS vs DBX
+32.6%
+1,007.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.3% | -6.4% | -5.4% |
| 7D | +8.3% | -1.8% | +10.1% | +8.7% |
| 30D | +18.1% | +2.8% | +15.2% | +16.5% |
| 3M | +7.8% | +26.8% | -19.0% | -4.6% |
| 6M | +136.6% | +32.8% | +103.8% | +98.9% |
| YTD | +172.5% | +26.1% | +146.4% | +138.3% |
| 1Y | +144.3% | +14.1% | +130.1% | +131.1% |
| All | +1,040.6% | +32.6% | +1,007.9% | +898.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling