+21.7%
DBX vs RY
+251.2%
-229.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.3% |
| 7D | -4.4% | -0.9% | -3.5% | -3.9% |
| 30D | +4.8% | +5.9% | -1.1% | +1.4% |
| 3M | +0.3% | -4.3% | +4.6% | +2.6% |
| 6M | +40.4% | +12.1% | +28.3% | +30.2% |
| YTD | +24.7% | +20.3% | +4.4% | +10.3% |
| 1Y | +20.9% | +41.0% | -20.1% | -3.3% |
| 3Y | +34.5% | +157.5% | -123.0% | -27.5% |
| 5Y | +24.6% | +123.2% | -98.6% | -26.8% |
| All | +21.7% | +251.2% | -229.5% | -48.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling