+24.0%
DBX vs RACE
+23.0%
+1.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.5% | +3.5% | +1.6% |
| 7D | -6.3% | -4.0% | -2.3% | -5.5% |
| 30D | -5.9% | +3.5% | -9.4% | -6.6% |
| 3M | -0.4% | -0.4% | +0.1% | -0.4% |
| 6M | +29.8% | +23.2% | +6.7% | +24.2% |
| YTD | +20.5% | +11.0% | +9.6% | +17.3% |
| 1Y | +8.7% | -2.2% | +10.9% | +8.6% |
| All | +24.0% | +23.0% | +1.0% | +16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling