-53.1%
TEAM vs DBX
+8.9%
-62.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.3% | -1.6% | -1.3% |
| 7D | -4.7% | +0.3% | -4.9% | -4.8% |
| 30D | +17.0% | 0.0% | +17.0% | +17.2% |
| 3M | +85.9% | +26.1% | +59.8% | +54.1% |
| 6M | +116.7% | +29.4% | +87.3% | +74.7% |
| YTD | +9.6% | +24.4% | -14.8% | -8.2% |
| 1Y | -2.5% | +10.9% | -13.4% | -11.1% |
| 3Y | -14.0% | +24.1% | -38.0% | -35.2% |
| 5Y | -53.1% | +7.8% | -60.8% | -66.1% |
| All | -53.1% | +8.9% | -62.0% | -66.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling