+1,101.8%
NBIS vs DBX
+30.9%
+1,070.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.3% | -3.8% | -2.0% |
| 7D | +17.8% | +0.3% | +17.5% | +17.5% |
| 30D | +30.5% | 0.0% | +30.5% | +29.9% |
| 3M | +9.2% | +26.1% | -16.9% | -3.4% |
| 6M | +153.2% | +29.4% | +123.8% | +115.9% |
| YTD | +187.1% | +24.4% | +162.7% | +152.0% |
| 1Y | +151.1% | +10.9% | +140.2% | +143.2% |
| All | +1,101.8% | +30.9% | +1,070.9% | +955.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling