+22.5%
P vs DBX
+12.9%
+9.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.3% | -6.3% | -3.9% |
| 7D | +5.0% | +0.3% | +4.7% | +5.0% |
| 30D | -0.9% | 0.0% | -0.9% | -0.9% |
| 3M | +38.7% | +26.1% | +12.6% | +40.1% |
| 6M | +54.4% | +29.4% | +25.0% | +52.5% |
| YTD | +44.8% | +24.4% | +20.4% | +41.3% |
| 1Y | +22.5% | +10.9% | +11.7% | +20.8% |
| All | +22.5% | +12.9% | +9.7% | +20.8% |
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