+26.7%
Q vs DBX
+18.0%
+8.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.1% | +0.9% |
| 7D | +0.2% | -2.4% | +2.7% | -0.5% |
| 30D | -11.1% | -0.5% | -10.6% | -11.1% |
| 3M | -22.1% | +28.1% | -50.2% | -14.2% |
| 6M | +0.5% | +33.1% | -32.6% | +11.7% |
| YTD | +47.8% | +25.3% | +22.5% | +63.2% |
| All | +26.7% | +18.0% | +8.7% | +40.3% |
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