+366.2%
STX vs DBX
+12.9%
+353.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.3% | -4.3% | -1.1% |
| 7D | +9.6% | +0.3% | +9.3% | +9.9% |
| 30D | +10.6% | 0.0% | +10.6% | +11.0% |
| 3M | +4.8% | +26.1% | -21.3% | +16.0% |
| 6M | +137.3% | +29.4% | +107.9% | +160.2% |
| YTD | +222.5% | +24.4% | +198.1% | +249.0% |
| 1Y | +366.2% | +10.9% | +355.4% | +394.6% |
| All | +366.2% | +12.9% | +353.4% | +394.6% |
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