+48.7%
RSP vs DBX
+15.8%
+32.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -6.0% | +8.3% | +3.6% |
| 7D | +0.4% | -8.6% | +9.0% | +2.4% |
| 30D | +3.7% | -5.2% | +8.9% | +4.8% |
| 3M | +0.8% | -6.4% | +7.2% | +1.8% |
| 6M | +9.1% | +12.7% | -3.7% | +4.9% |
| YTD | +16.7% | +17.2% | -0.5% | +10.6% |
| 1Y | +19.7% | +5.5% | +14.1% | +16.6% |
| 3Y | +66.7% | +24.1% | +42.6% | +47.9% |
| 5Y | +48.7% | +14.2% | +34.5% | +31.4% |
| All | +48.7% | +15.8% | +32.9% | +31.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling