+18.7%
DBX vs RY
+262.7%
-243.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.2% | -2.5% |
| 7D | -1.3% | +2.7% | -4.0% | -2.8% |
| 30D | -2.9% | -1.0% | -1.9% | -2.4% |
| 3M | +23.8% | +7.6% | +16.2% | +18.1% |
| 6M | +26.2% | +29.5% | -3.3% | +7.3% |
| YTD | +21.6% | +24.2% | -2.6% | +5.8% |
| 1Y | +11.4% | +46.4% | -35.0% | -12.6% |
| 3Y | +21.3% | +159.4% | -138.1% | -34.8% |
| 5Y | +6.7% | +141.8% | -135.2% | -40.3% |
| All | +18.7% | +262.7% | -243.9% | -50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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