+23.7%
DBX vs BTG
+99.9%
-76.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.7% | +0.7% | +2.3% |
| 7D | +0.3% | +2.4% | -2.1% | +0.2% |
| 30D | 0.0% | +9.5% | -9.5% | -0.2% |
| 3M | +26.1% | +38.5% | -12.4% | +25.2% |
| 6M | +29.4% | +5.6% | +23.7% | +29.5% |
| YTD | +24.4% | +23.9% | +0.5% | +23.4% |
| 1Y | +10.9% | +32.1% | -21.3% | +8.9% |
| All | +23.7% | +99.9% | -76.2% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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