+23.1%
DBX vs TD
+190.4%
-167.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +0.9% |
| 7D | -1.8% | -2.6% | +0.8% | -0.6% |
| 30D | +2.8% | -1.0% | +3.9% | +3.2% |
| 3M | +26.8% | +5.6% | +21.1% | +22.9% |
| 6M | +32.8% | +27.1% | +5.7% | +16.6% |
| YTD | +26.1% | +29.4% | -3.3% | +9.6% |
| 1Y | +14.1% | +60.7% | -46.6% | -11.6% |
| 3Y | +25.7% | +127.6% | -101.9% | -20.2% |
| 5Y | +11.2% | +125.4% | -114.2% | -29.7% |
| All | +23.1% | +190.4% | -167.3% | -36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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