+86.3%
BTI vs DBX
+22.6%
+63.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.5% |
| 7D | -0.2% | +2.1% | -2.3% | -0.4% |
| 30D | -1.1% | +5.7% | -6.8% | -1.7% |
| 3M | -8.8% | +31.8% | -40.6% | -11.5% |
| 6M | -4.0% | +37.5% | -41.4% | -7.6% |
| YTD | +0.4% | +27.9% | -27.6% | -2.7% |
| 1Y | +1.9% | +15.0% | -13.1% | -0.2% |
| 3Y | +108.5% | +27.2% | +81.3% | +98.8% |
| 5Y | +118.5% | +12.8% | +105.7% | +108.4% |
| All | +86.3% | +22.6% | +63.6% | +58.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling