+76.1%
XBI vs DBX
+20.4%
+55.6%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | -0.4% |
| 7D | +0.9% | -2.4% | +3.3% | +0.9% |
| 30D | +7.1% | -0.5% | +7.5% | +7.1% |
| 3M | +22.9% | +28.1% | -5.2% | +22.7% |
| 6M | +29.7% | +33.1% | -3.4% | +28.9% |
| YTD | +34.5% | +25.3% | +9.2% | +34.5% |
| 1Y | +76.1% | +18.3% | +57.7% | +77.2% |
| All | +76.1% | +20.4% | +55.6% | +77.2% |
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