+86.3%
DMXF price history and return analytics
+128.8%
-42.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -1.0% | -1.0% |
| 7D | -2.1% | -2.3% | +0.3% | +0.1% |
| 30D | -2.8% | -5.0% | +2.1% | +2.0% |
| 3M | -4.9% | -4.9% | 0.0% | -0.2% |
| 6M | +0.1% | -1.5% | +1.6% | +1.7% |
| YTD | +10.5% | +8.5% | +2.0% | +2.5% |
| 1Y | +13.2% | +11.4% | +1.9% | +2.5% |
| 3Y | +56.9% | +70.1% | -13.2% | -4.7% |
| 5Y | +33.0% | +53.7% | -20.7% | -12.3% |
| All | +86.3% | +128.8% | -42.4% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling