-0.7%
CDW vs PLTU
+121.9%
-122.6%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.2% | +3.6% | -0.3% |
| 7D | +9.3% | +9.0% | +0.3% | +8.6% |
| 30D | +14.4% | -33.0% | +47.3% | +17.5% |
| 3M | +21.4% | -19.0% | +40.4% | +22.7% |
| 6M | +72.8% | +30.4% | +42.4% | +66.4% |
| YTD | +28.0% | -40.2% | +68.2% | +28.0% |
| 1Y | +19.3% | -37.8% | +57.1% | +18.6% |
| All | -0.7% | +121.9% | -122.6% | -15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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