+270.7%
PAAS vs DBX
+19.3%
+251.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.3% | +1.4% | +3.4% |
| 7D | +2.6% | +0.3% | +2.4% | +2.6% |
| 30D | +2.5% | 0.0% | +2.5% | +2.3% |
| 3M | +15.1% | +26.1% | -11.0% | +10.6% |
| 6M | -12.1% | +29.4% | -41.4% | -16.4% |
| YTD | +3.1% | +24.4% | -21.4% | -1.4% |
| 1Y | +50.8% | +10.9% | +40.0% | +46.9% |
| 3Y | +259.5% | +24.1% | +235.4% | +237.4% |
| 5Y | +126.3% | +7.8% | +118.6% | +111.9% |
| All | +270.7% | +19.3% | +251.4% | +237.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling