-17.6%
UBER vs DBX
+20.4%
-38.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.2% | +0.2% |
| 7D | -3.9% | -2.4% | -1.4% | -3.4% |
| 30D | +11.1% | -0.5% | +11.6% | +11.1% |
| 3M | +4.9% | +28.1% | -23.1% | -0.8% |
| 6M | -1.2% | +33.1% | -34.3% | -7.8% |
| YTD | -7.3% | +25.3% | -32.6% | -11.9% |
| 1Y | -17.6% | +18.3% | -36.0% | -19.7% |
| All | -17.6% | +20.4% | -38.1% | -19.7% |
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