-84.2%
OPEN vs DBX
+8.9%
-93.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.3% | -4.6% | -4.4% |
| 7D | -2.9% | +0.3% | -3.2% | -3.4% |
| 30D | -13.8% | 0.0% | -13.8% | -14.4% |
| 3M | -30.9% | +26.1% | -57.0% | -45.7% |
| 6M | -40.9% | +29.4% | -70.3% | -57.1% |
| YTD | -48.5% | +24.4% | -73.0% | -61.3% |
| 1Y | -50.9% | +10.9% | -61.8% | -58.4% |
| 3Y | -20.6% | +24.1% | -44.7% | -49.4% |
| 5Y | -84.2% | +7.8% | -91.9% | -88.9% |
| All | -84.2% | +8.9% | -93.0% | -88.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling