+32.1%
SOLS vs DBX
+19.7%
+12.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.4% | +6.3% | +3.2% |
| 7D | +0.3% | -2.4% | +2.8% | -0.4% |
| 30D | +2.1% | -0.5% | +2.6% | +2.1% |
| 3M | -24.1% | +28.1% | -52.2% | -17.8% |
| 6M | -15.0% | +33.1% | -48.1% | -6.2% |
| YTD | +31.6% | +25.3% | +6.3% | +48.2% |
| All | +32.1% | +19.7% | +12.4% | +50.1% |
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