+24.9%
DBX vs TRU
+38.9%
-14.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.1% |
| 7D | +2.1% | -2.7% | +4.8% | +3.2% |
| 30D | +5.7% | -2.0% | +7.8% | +6.5% |
| 3M | +31.8% | +18.4% | +13.4% | +23.6% |
| 6M | +37.5% | +8.9% | +28.6% | +32.3% |
| YTD | +27.9% | -8.9% | +36.9% | +30.5% |
| 1Y | +15.0% | -15.9% | +30.9% | +20.0% |
| 3Y | +27.2% | -1.1% | +28.3% | +18.6% |
| 5Y | +12.8% | -35.2% | +48.0% | +23.8% |
| All | +24.9% | +38.9% | -14.1% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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