-37.0%
OPEN vs DBX
+23.9%
-61.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.6% | -6.5% | -6.8% |
| 7D | -24.7% | -7.3% | -17.4% | -21.3% |
| 30D | -41.0% | -5.7% | -35.3% | -38.7% |
| 3M | -62.4% | -6.3% | -56.0% | -61.1% |
| 6M | -73.9% | +12.1% | -86.0% | -75.6% |
| YTD | -77.5% | +16.5% | -94.1% | -79.8% |
| 1Y | -83.6% | +6.1% | -89.6% | -84.2% |
| 3Y | -37.0% | +21.8% | -58.8% | -45.7% |
| All | -37.0% | +23.9% | -61.0% | -45.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling