+53.9%
RMD vs DBX
+21.2%
+32.7%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.9% | -0.3% | -2.7% |
| 7D | -4.5% | -1.3% | -3.1% | -4.3% |
| 30D | +4.6% | -2.9% | +7.5% | +5.0% |
| 3M | +14.8% | +23.8% | -9.1% | +11.1% |
| 6M | -12.1% | +26.2% | -38.3% | -15.3% |
| YTD | -7.5% | +21.6% | -29.1% | -10.4% |
| 1Y | -20.1% | +11.4% | -31.5% | -21.5% |
| 3Y | +53.9% | +21.3% | +32.6% | +46.1% |
| All | +53.9% | +21.2% | +32.7% | +46.1% |
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 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