+565.8%
PLTR vs DBX
+7.2%
+558.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.9% | +0.6% | 0.0% |
| 7D | -5.3% | -1.3% | -4.0% | -4.2% |
| 30D | -1.0% | -2.9% | +1.9% | +1.3% |
| 3M | +24.8% | +23.8% | +0.9% | +5.9% |
| 6M | +8.4% | +26.2% | -17.8% | -11.3% |
| YTD | -4.2% | +21.6% | -25.8% | -19.3% |
| 1Y | +9.1% | +11.4% | -2.3% | -3.0% |
| 3Y | +1,025.6% | +21.3% | +1,004.3% | +757.0% |
| 5Y | +565.8% | +6.7% | +559.1% | +455.0% |
| All | +565.8% | +7.2% | +558.6% | +455.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling