+221.3%
ROIV vs DBX
+13.3%
+208.0%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -2.9% | +21.7% | +18.7% |
| 7D | +20.2% | -1.3% | +21.5% | +20.1% |
| 30D | +14.1% | -2.9% | +17.0% | +14.1% |
| 3M | +45.6% | +23.8% | +21.7% | +44.2% |
| 6M | +44.1% | +26.2% | +17.9% | +42.3% |
| YTD | +91.2% | +21.6% | +69.5% | +88.0% |
| 1Y | +221.3% | +11.4% | +209.9% | +216.1% |
| All | +221.3% | +13.3% | +208.0% | +216.1% |
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