+10.3%
DBX vs PTC
+10.7%
-0.4%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -3.3% | +0.5% | -3.7% | -3.4% |
| 30D | -5.9% | +1.2% | -7.1% | -6.1% |
| 3M | -6.7% | +27.4% | -34.0% | -11.9% |
| 6M | +28.0% | +39.2% | -11.2% | +15.6% |
| YTD | +20.6% | +12.5% | +8.1% | +16.5% |
| 1Y | +10.3% | +12.3% | -2.0% | +6.7% |
| All | +10.3% | +10.7% | -0.4% | +6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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