+99.6%
PSX vs DBX
+20.4%
+79.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +0.3% |
| 7D | +4.5% | -2.4% | +7.0% | +4.7% |
| 30D | +26.6% | -0.5% | +27.1% | +26.5% |
| 3M | +39.3% | +28.1% | +11.2% | +36.7% |
| 6M | +56.8% | +33.1% | +23.7% | +52.6% |
| YTD | +101.8% | +25.3% | +76.5% | +96.4% |
| 1Y | +99.6% | +18.3% | +81.3% | +95.4% |
| All | +99.6% | +20.4% | +79.2% | +95.4% |
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