+43.1%
DAL vs PLTD
-77.5%
+120.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | +0.1% |
| 7D | -1.1% | -4.8% | +3.7% | -2.0% |
| 30D | +12.8% | +16.9% | -4.0% | +17.0% |
| 3M | -5.3% | +2.6% | -7.9% | -4.1% |
| 6M | +22.4% | -36.2% | +58.6% | +13.6% |
| YTD | +25.6% | -19.4% | +45.0% | +26.6% |
| 1Y | +45.5% | -22.5% | +68.0% | +45.6% |
| All | +43.1% | -77.5% | +120.7% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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