+1.5%
PPL vs DBX
+13.3%
-11.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | -0.3% |
| 7D | +1.8% | -1.3% | +3.1% | +1.7% |
| 30D | -1.1% | -2.9% | +1.8% | -1.2% |
| 3M | 0.0% | +23.8% | -23.8% | +1.4% |
| 6M | -7.6% | +26.2% | -33.8% | -5.4% |
| YTD | +1.7% | +21.6% | -19.9% | +4.3% |
| 1Y | +1.5% | +11.4% | -9.9% | +4.1% |
| All | +1.5% | +13.3% | -11.8% | +4.1% |
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