+3.0%
TEAM vs DBX
+12.7%
-9.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | -0.3% |
| 7D | -7.8% | -1.8% | -5.9% | -6.0% |
| 30D | +16.5% | +2.8% | +13.7% | +13.6% |
| 3M | +96.2% | +26.8% | +69.4% | +60.2% |
| 6M | +130.2% | +32.8% | +97.4% | +76.5% |
| YTD | +10.7% | +26.1% | -15.3% | -13.1% |
| 1Y | +3.0% | +14.1% | -11.1% | -15.4% |
| All | +3.0% | +12.7% | -9.7% | -15.4% |
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