+44.7%
DAL vs PLTD
-76.4%
+121.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.2% | +5.3% | +1.5% |
| 7D | +8.8% | +13.7% | -5.0% | +11.9% |
| 30D | +5.4% | +18.4% | -13.0% | +9.6% |
| 3M | -4.9% | -7.5% | +2.5% | -5.9% |
| 6M | +19.8% | -31.3% | +51.1% | +13.2% |
| YTD | +27.0% | -15.4% | +42.4% | +29.2% |
| 1Y | +52.5% | -18.4% | +70.9% | +54.2% |
| All | +44.7% | -76.4% | +121.1% | +12.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling