-28.6%
NOW vs DBX
+13.3%
-41.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.9% | -2.1% | -2.7% |
| 7D | -6.1% | -1.3% | -4.8% | -5.0% |
| 30D | +7.5% | -2.9% | +10.3% | +10.0% |
| 3M | +17.5% | +23.8% | -6.3% | +0.7% |
| 6M | +7.9% | +26.2% | -18.3% | -10.5% |
| YTD | -12.4% | +21.6% | -34.0% | -26.7% |
| 1Y | -28.6% | +11.4% | -40.0% | -39.3% |
| All | -28.6% | +13.3% | -41.9% | -39.3% |
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