+175.1%
TEAM vs DBX
+15.6%
+159.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.7% |
| 7D | -16.9% | -6.3% | -10.6% | -13.5% |
| 30D | -26.8% | -5.9% | -20.9% | -24.0% |
| 3M | -1.9% | -0.4% | -1.5% | -1.3% |
| 6M | +79.2% | +29.8% | +49.3% | +56.6% |
| YTD | -6.1% | +20.5% | -26.6% | -14.2% |
| 1Y | -2.1% | +8.7% | -10.7% | -5.7% |
| 3Y | -13.6% | +25.9% | -39.5% | -25.6% |
| 5Y | -65.8% | +24.2% | -89.9% | -70.0% |
| All | +175.1% | +15.6% | +159.5% | +122.5% |
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