-51.8%
PODD vs DBX
+24.0%
-75.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.1% | +2.1% | +2.1% |
| 7D | +4.1% | -3.3% | +7.3% | +5.0% |
| 30D | +13.9% | -5.9% | +19.7% | +16.0% |
| 3M | +4.1% | -6.7% | +10.8% | +6.1% |
| 6M | +2.4% | +28.0% | -25.5% | -6.2% |
| YTD | -46.4% | +20.6% | -67.0% | -50.4% |
| 1Y | -54.2% | +10.3% | -64.5% | -56.3% |
| 3Y | -6.9% | +24.0% | -30.9% | -21.1% |
| All | -51.8% | +24.0% | -75.8% | -60.0% |
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 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