+1,383.2%
STX vs DBX
+21.2%
+1,362.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.9% | +9.4% | +6.5% |
| 7D | +10.7% | -1.3% | +12.1% | +10.7% |
| 30D | +11.3% | -2.9% | +14.1% | +11.2% |
| 3M | +3.2% | +23.8% | -20.6% | +2.2% |
| 6M | +157.0% | +26.2% | +130.8% | +152.3% |
| YTD | +229.2% | +21.6% | +207.6% | +224.9% |
| 1Y | +381.8% | +11.4% | +370.4% | +381.8% |
| 3Y | +1,383.2% | +21.3% | +1,361.9% | +1,299.2% |
| All | +1,383.2% | +21.2% | +1,362.0% | +1,299.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling