+28.8%
DLTR vs DBX
+19.3%
+9.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.3% | -6.9% | -4.9% |
| 7D | -10.2% | +0.3% | -10.5% | -10.3% |
| 30D | -8.5% | 0.0% | -8.5% | -8.6% |
| 3M | +5.6% | +26.1% | -20.5% | +1.3% |
| 6M | +2.2% | +29.4% | -27.2% | -2.8% |
| YTD | -3.8% | +24.4% | -28.2% | -8.0% |
| 1Y | +22.9% | +10.9% | +12.1% | +19.7% |
| 3Y | +2.0% | +24.1% | -22.0% | -4.6% |
| 5Y | +29.8% | +7.8% | +22.1% | +21.1% |
| All | +28.8% | +19.3% | +9.5% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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