+213.4%
DRI vs DBX
+20.9%
+192.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -1.2% |
| 7D | -4.8% | -1.8% | -3.0% | -4.4% |
| 30D | -5.2% | +2.8% | -8.0% | -6.1% |
| 3M | +2.7% | +26.8% | -24.0% | -3.7% |
| 6M | +3.6% | +32.8% | -29.2% | -4.9% |
| YTD | +15.4% | +26.1% | -10.7% | +7.2% |
| 1Y | +1.3% | +14.1% | -12.9% | -3.8% |
| 3Y | +53.1% | +25.7% | +27.4% | +37.5% |
| 5Y | +64.6% | +11.2% | +53.4% | +48.4% |
| All | +213.4% | +20.9% | +192.6% | +137.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling