+259.7%
PAAS vs DBX
+20.1%
+239.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +6.7% |
| 3M | -2.9% | +28.1% | -30.9% | -6.9% |
| 6M | -16.4% | +33.1% | -49.5% | -20.9% |
| YTD | 0.0% | +25.3% | -25.3% | -4.4% |
| 1Y | +54.3% | +18.3% | +36.0% | +48.6% |
| 3Y | +230.7% | +25.0% | +205.7% | +210.0% |
| 5Y | +111.6% | +7.5% | +104.1% | +98.1% |
| All | +259.7% | +20.1% | +239.6% | +227.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling