+10.9%
DBX vs RGEN
+37.5%
-26.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.1% | +4.4% | +2.4% |
| 7D | +0.3% | -4.6% | +4.8% | +0.5% |
| 30D | 0.0% | +1.2% | -1.2% | 0.0% |
| 3M | +26.1% | +26.8% | -0.7% | +24.5% |
| 6M | +29.4% | +29.1% | +0.3% | +27.2% |
| YTD | +24.4% | +0.7% | +23.7% | +23.3% |
| 1Y | +10.9% | +39.1% | -28.2% | +12.6% |
| All | +10.9% | +37.5% | -26.6% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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