+328.7%
NOW vs DBX
+20.1%
+308.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.4% | -0.5% | -1.7% |
| 7D | -2.4% | -2.4% | +0.1% | -1.0% |
| 30D | +20.5% | -0.5% | +21.0% | +20.9% |
| 3M | +18.3% | +28.1% | -9.7% | +4.3% |
| 6M | +24.1% | +33.1% | -9.0% | +6.9% |
| YTD | -7.8% | +25.3% | -33.1% | -17.8% |
| 1Y | -21.4% | +18.3% | -39.7% | -28.3% |
| 3Y | +19.5% | +25.0% | -5.5% | +2.4% |
| 5Y | +4.1% | +7.5% | -3.5% | -6.4% |
| All | +328.7% | +20.1% | +308.6% | +222.4% |
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