+140.0%
TRV vs DBX
+25.2%
+114.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.4% |
| 7D | -1.5% | -1.8% | +0.3% | -1.3% |
| 30D | -1.8% | +2.8% | -4.7% | -2.2% |
| 3M | +21.6% | +26.8% | -5.2% | +18.4% |
| 6M | +22.5% | +32.8% | -10.3% | +18.4% |
| YTD | +28.1% | +26.1% | +2.1% | +24.6% |
| 1Y | +37.0% | +14.1% | +22.9% | +34.5% |
| All | +140.0% | +25.2% | +114.8% | +132.7% |
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 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