-14.6%
TEAM vs DBX
+21.2%
-35.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.9% | -4.0% | -4.8% |
| 7D | -5.7% | -1.3% | -4.4% | -4.6% |
| 30D | +18.3% | -2.9% | +21.2% | +21.2% |
| 3M | +80.2% | +23.8% | +56.4% | +57.1% |
| 6M | +111.0% | +26.2% | +84.8% | +80.7% |
| YTD | +8.8% | +21.6% | -12.8% | -4.4% |
| 1Y | +2.2% | +11.4% | -9.3% | -6.1% |
| 3Y | -14.6% | +21.3% | -35.9% | -33.6% |
| All | -14.6% | +21.2% | -35.8% | -33.6% |
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 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