+32.0%
Q vs DBX
+17.2%
+14.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.5% | +2.5% |
| 7D | +6.6% | +0.3% | +6.3% | +6.7% |
| 30D | -6.6% | 0.0% | -6.6% | -6.4% |
| 3M | -13.2% | +26.1% | -39.3% | -4.8% |
| 6M | +9.9% | +29.4% | -19.4% | +22.0% |
| YTD | +53.9% | +24.4% | +29.5% | +69.6% |
| All | +32.0% | +17.2% | +14.8% | +45.8% |
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