+21.5%
DBX vs RRC
+190.6%
-169.2%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.4% |
| 7D | +0.3% | -1.7% | +2.0% | +0.5% |
| 30D | 0.0% | +3.6% | -3.6% | -0.6% |
| 3M | +26.1% | +8.8% | +17.3% | +24.2% |
| 6M | +29.4% | +0.8% | +28.6% | +28.7% |
| YTD | +24.4% | +19.0% | +5.5% | +20.4% |
| 1Y | +10.9% | +22.9% | -12.1% | +6.5% |
| 3Y | +24.1% | +32.3% | -8.2% | +16.4% |
| 5Y | +7.8% | +151.6% | -143.8% | -11.5% |
| All | +21.5% | +190.6% | -169.2% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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