+6.5%
DRI vs DBX
+20.4%
-14.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -0.5% |
| 7D | +0.6% | -2.4% | +3.0% | +0.6% |
| 30D | +3.8% | -0.5% | +4.3% | +3.9% |
| 3M | +13.0% | +28.1% | -15.0% | +13.0% |
| 6M | +8.3% | +33.1% | -24.8% | +8.4% |
| YTD | +20.6% | +25.3% | -4.7% | +21.2% |
| 1Y | +6.5% | +18.3% | -11.9% | +7.1% |
| All | +6.5% | +20.4% | -14.0% | +7.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling