+84.6%
TGT vs DBX
+20.4%
+64.1%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | +0.5% |
| 7D | +0.8% | -2.4% | +3.2% | +1.0% |
| 30D | +12.2% | -0.5% | +12.7% | +12.2% |
| 3M | +33.8% | +28.1% | +5.7% | +30.6% |
| 6M | +39.3% | +33.1% | +6.2% | +37.1% |
| YTD | +72.9% | +25.3% | +47.6% | +71.4% |
| 1Y | +84.6% | +18.3% | +66.2% | +83.9% |
| All | +84.6% | +20.4% | +64.1% | +83.9% |
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