+117.5%
PAAS vs DBX
+10.4%
+107.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.4% | 0.0% | -2.0% |
| 7D | -2.9% | -2.4% | -0.5% | -2.5% |
| 30D | +6.8% | -0.5% | +7.3% | +6.8% |
| 3M | -2.9% | +28.1% | -30.9% | -7.7% |
| 6M | -16.4% | +33.1% | -49.5% | -22.0% |
| YTD | 0.0% | +25.3% | -25.3% | -5.3% |
| 1Y | +54.3% | +18.3% | +36.0% | +47.6% |
| 3Y | +230.7% | +25.0% | +205.7% | +201.2% |
| All | +117.5% | +10.4% | +107.1% | +77.1% |
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