+87.9%
TRGP vs DBX
+22.5%
+65.3%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.3% | -7.8% | -4.2% |
| 7D | -6.5% | -1.1% | -5.3% | -6.5% |
| 30D | -0.4% | +5.0% | -5.5% | 0.0% |
| 3M | +8.8% | +4.6% | +4.2% | +9.4% |
| 6M | +11.0% | +43.9% | -32.9% | +13.4% |
| YTD | +57.4% | +29.9% | +27.5% | +61.3% |
| 1Y | +87.9% | +24.6% | +63.2% | +93.5% |
| All | +87.9% | +22.5% | +65.3% | +93.5% |
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 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