+152.8%
RTX vs DBX
+21.2%
+131.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.9% | -0.8% |
| 7D | -3.1% | -1.3% | -1.8% | -3.0% |
| 30D | -10.6% | -2.9% | -7.7% | -10.4% |
| 3M | +11.6% | +23.8% | -12.2% | +10.0% |
| 6M | -4.5% | +26.2% | -30.7% | -6.1% |
| YTD | +9.6% | +21.6% | -12.0% | +8.2% |
| 1Y | +30.8% | +11.4% | +19.4% | +30.2% |
| 3Y | +152.8% | +21.3% | +131.6% | +137.5% |
| All | +152.8% | +21.2% | +131.6% | +137.5% |
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