+438.6%
PWR vs DBX
+8.4%
+430.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.6% | -1.6% |
| 7D | -0.2% | -1.8% | +1.6% | +0.1% |
| 30D | -7.7% | +2.8% | -10.6% | -8.5% |
| 3M | -4.9% | +26.8% | -31.7% | -10.5% |
| 6M | +9.7% | +32.8% | -23.0% | +0.7% |
| YTD | +46.7% | +26.1% | +20.6% | +36.4% |
| 1Y | +58.7% | +14.1% | +44.6% | +51.8% |
| 3Y | +200.7% | +25.7% | +175.0% | +168.2% |
| 5Y | +438.6% | +11.2% | +427.4% | +347.6% |
| All | +438.6% | +8.4% | +430.1% | +347.6% |
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