+230.8%
RDW vs DBX
+27.0%
+203.8%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.5% | -3.8% | -2.9% |
| 7D | +0.9% | +2.1% | -1.2% | -0.2% |
| 30D | -21.3% | +5.7% | -27.0% | -23.7% |
| 3M | -37.9% | +31.8% | -69.7% | -46.6% |
| 6M | +12.3% | +37.5% | -25.2% | -9.0% |
| YTD | +39.7% | +27.9% | +11.8% | +17.6% |
| 1Y | +25.7% | +15.0% | +10.6% | +13.0% |
| 3Y | +230.8% | +27.2% | +203.7% | +175.6% |
| All | +230.8% | +27.0% | +203.8% | +175.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling