+46.4%
UBER vs DBX
+27.0%
+19.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.6% |
| 7D | -5.4% | +2.1% | -7.5% | -5.9% |
| 30D | -4.9% | +5.7% | -10.6% | -6.5% |
| 3M | +3.0% | +31.8% | -28.8% | -4.9% |
| 6M | -4.4% | +37.5% | -41.9% | -13.6% |
| YTD | -12.3% | +27.9% | -40.2% | -19.0% |
| 1Y | -24.3% | +15.0% | -39.3% | -27.9% |
| 3Y | +46.4% | +27.2% | +19.3% | +28.4% |
| All | +46.4% | +27.0% | +19.4% | +28.4% |
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 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