-18.8%
OPEN vs DBX
+21.2%
-40.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.9% | +0.4% | -1.0% |
| 7D | +1.0% | -1.3% | +2.3% | +1.6% |
| 30D | -11.9% | -2.9% | -9.0% | -10.7% |
| 3M | -28.8% | +23.8% | -52.6% | -37.1% |
| 6M | -38.6% | +26.2% | -64.8% | -47.4% |
| YTD | -47.3% | +21.6% | -69.0% | -53.9% |
| 1Y | -49.2% | +11.4% | -60.6% | -52.7% |
| 3Y | -18.8% | +21.3% | -40.1% | -38.0% |
| All | -18.8% | +21.2% | -40.0% | -38.0% |
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