+183.6%
PAAS vs DBX
+33.4%
+150.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.1% | +4.5% | +1.7% |
| 7D | +8.4% | -4.4% | +12.8% | +8.7% |
| 30D | -7.2% | +4.8% | -11.9% | -7.5% |
| 3M | -14.0% | +0.3% | -14.4% | -14.2% |
| 6M | -26.8% | +40.4% | -67.1% | -30.2% |
| YTD | -19.8% | +24.7% | -44.5% | -22.0% |
| 1Y | +22.8% | +20.9% | +1.9% | +20.0% |
| 3Y | +183.6% | +34.5% | +149.1% | +170.6% |
| All | +183.6% | +33.4% | +150.2% | +170.6% |
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