+224.6%
TEAM vs DBX
+22.6%
+202.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.8% |
| 7D | -5.2% | +2.1% | -7.3% | -6.3% |
| 30D | +15.8% | +5.7% | +10.0% | +12.3% |
| 3M | +101.5% | +31.8% | +69.7% | +73.6% |
| 6M | +138.2% | +37.5% | +100.7% | +100.5% |
| YTD | +10.8% | +27.9% | -17.1% | -2.4% |
| 1Y | +1.7% | +15.0% | -13.4% | -5.7% |
| 3Y | -16.0% | +27.2% | -43.2% | -28.2% |
| 5Y | -52.7% | +12.8% | -65.5% | -58.0% |
| All | +224.6% | +22.6% | +202.0% | +153.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling