+755.0%
TRGP vs DBX
+20.9%
+734.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -0.2% |
| 7D | -0.6% | -1.8% | +1.3% | -0.1% |
| 30D | +10.0% | +2.8% | +7.1% | +8.7% |
| 3M | +7.6% | +26.8% | -19.2% | -0.9% |
| 6M | +26.8% | +32.8% | -6.0% | +13.7% |
| YTD | +60.6% | +26.1% | +34.5% | +46.1% |
| 1Y | +82.5% | +14.1% | +68.3% | +70.9% |
| 3Y | +265.0% | +25.7% | +239.3% | +217.8% |
| 5Y | +645.9% | +11.2% | +634.7% | +558.4% |
| All | +755.0% | +20.9% | +734.2% | +511.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling