-53.5%
PODD vs DBX
+7.0%
-60.5%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.3% | -5.4% | -3.8% |
| 7D | -6.9% | +0.3% | -7.2% | -7.0% |
| 30D | -3.5% | 0.0% | -3.5% | -3.6% |
| 3M | -13.6% | +26.1% | -39.7% | -20.1% |
| 6M | -42.6% | +29.4% | -72.0% | -47.9% |
| YTD | -51.5% | +24.4% | -75.9% | -55.4% |
| 1Y | -60.9% | +10.9% | -71.8% | -62.7% |
| 3Y | -19.8% | +24.1% | -43.8% | -31.0% |
| All | -53.5% | +7.0% | -60.5% | -62.9% |
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