+1.3%
U vs DBX
+15.5%
-14.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.5% | +3.0% | +3.7% |
| 7D | +5.5% | +2.1% | +3.4% | +4.2% |
| 30D | -1.3% | +5.7% | -7.0% | -4.7% |
| 3M | +64.6% | +31.8% | +32.8% | +38.4% |
| 6M | +119.4% | +37.5% | +81.9% | +77.7% |
| YTD | -0.5% | +27.9% | -28.4% | -16.7% |
| 1Y | +1.3% | +15.0% | -13.8% | -8.8% |
| All | +1.3% | +15.5% | -14.2% | -8.8% |
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