+21.3%
DBX vs RRC
+32.7%
-11.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.7% | -2.9% |
| 7D | -1.3% | -1.2% | -0.1% | -1.1% |
| 30D | -2.9% | +9.4% | -12.3% | -4.6% |
| 3M | +23.8% | +7.4% | +16.5% | +21.9% |
| 6M | +26.2% | +1.5% | +24.7% | +25.1% |
| YTD | +21.6% | +19.4% | +2.2% | +16.0% |
| 1Y | +11.4% | +24.2% | -12.8% | +5.0% |
| 3Y | +21.3% | +32.8% | -11.5% | +13.6% |
| All | +21.3% | +32.7% | -11.5% | +13.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling