+14.4%
DBX vs RACE
+270.8%
-256.4%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.7% | -6.7% | -6.3% |
| 7D | -8.6% | +3.9% | -12.5% | -10.1% |
| 30D | -5.2% | +7.4% | -12.6% | -8.0% |
| 3M | -6.4% | +1.6% | -8.0% | -7.3% |
| 6M | +12.7% | +23.3% | -10.6% | +2.5% |
| YTD | +17.2% | +14.7% | +2.5% | +8.5% |
| 1Y | +5.5% | +2.5% | +3.0% | +2.7% |
| 3Y | +24.1% | +28.0% | -3.9% | +2.1% |
| 5Y | +14.2% | +69.8% | -55.6% | -21.3% |
| All | +14.4% | +270.8% | -256.4% | -53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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