+1,714.7%
PLTR vs DBX
+74.0%
+1,640.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.3% | -0.2% | +0.4% |
| 7D | +0.4% | -8.1% | +8.6% | +6.3% |
| 30D | -17.5% | -4.9% | -12.6% | -15.0% |
| 3M | -1.5% | -2.7% | +1.2% | -1.0% |
| 6M | +25.9% | +25.2% | +0.8% | +4.9% |
| YTD | -3.0% | +19.3% | -22.3% | -17.7% |
| 1Y | -9.7% | +6.6% | -16.3% | -17.0% |
| 3Y | +776.5% | +24.6% | +751.8% | +553.8% |
| 5Y | +649.9% | +23.5% | +626.4% | +459.7% |
| All | +1,714.7% | +74.0% | +1,640.8% | +1,042.4% |
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