+72.9%
PBR vs DBX
+22.5%
+50.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +3.3% | -10.2% | -6.9% |
| 7D | -11.0% | -1.1% | -9.9% | -10.9% |
| 30D | -18.8% | +5.0% | -23.8% | -18.7% |
| 3M | +7.8% | +4.6% | +3.2% | +7.9% |
| 6M | -7.6% | +43.9% | -51.5% | -7.7% |
| YTD | +72.7% | +29.9% | +42.8% | +77.8% |
| 1Y | +72.9% | +24.6% | +48.3% | +80.8% |
| All | +72.9% | +22.5% | +50.4% | +80.8% |
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