+21.7%
DBX vs RACE
+268.3%
-246.6%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -2.5% |
| 7D | -4.4% | +5.1% | -9.5% | -6.4% |
| 30D | +4.8% | +7.7% | -2.9% | +1.6% |
| 3M | +0.3% | +2.2% | -1.8% | -0.8% |
| 6M | +40.4% | +23.8% | +16.6% | +27.5% |
| YTD | +24.7% | +13.9% | +10.8% | +15.8% |
| 1Y | +20.9% | +3.8% | +17.1% | +17.1% |
| 3Y | +34.5% | +28.0% | +6.5% | +10.6% |
| 5Y | +24.6% | +64.9% | -40.3% | -12.9% |
| All | +21.7% | +268.3% | -246.6% | -50.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling