-73.5%
OPEN vs DBX
+15.5%
-89.0%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.8% | -0.8% |
| 7D | -11.4% | +2.1% | -13.5% | -12.0% |
| 30D | -20.1% | +5.7% | -25.8% | -21.4% |
| 3M | -37.6% | +31.8% | -69.4% | -42.6% |
| 6M | -47.1% | +37.5% | -84.5% | -52.0% |
| YTD | -52.1% | +27.9% | -80.1% | -55.2% |
| 1Y | -73.5% | +15.0% | -88.5% | -73.4% |
| All | -73.5% | +15.5% | -89.0% | -73.4% |
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 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