+46.4%
WAB vs DBX
+9.0%
+37.3%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | +5.1% | -3.3% | +8.3% | +4.4% |
| 30D | +4.0% | -5.9% | +9.9% | +2.8% |
| 3M | +0.1% | -6.7% | +6.8% | -1.0% |
| 6M | +12.8% | +28.0% | -15.2% | +20.8% |
| YTD | +40.1% | +20.6% | +19.5% | +50.4% |
| 1Y | +46.4% | +10.3% | +36.1% | +55.8% |
| All | +46.4% | +9.0% | +37.3% | +55.8% |
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