+34.0%
DRI vs DBX
+9.0%
+25.1%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.5% | -0.5% |
| 7D | -0.3% | -6.3% | +6.0% | -0.3% |
| 30D | +10.8% | -5.9% | +16.7% | +10.8% |
| 3M | +0.9% | -0.4% | +1.3% | +1.0% |
| 6M | +16.3% | +29.8% | -13.5% | +17.4% |
| YTD | +27.8% | +20.5% | +7.2% | +29.3% |
| All | +34.0% | +9.0% | +25.1% | +36.7% |
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