+41.7%
DAL vs PLTD
-75.6%
+117.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +9.5% | -13.9% | -2.4% |
| 7D | +4.6% | +25.1% | -20.5% | +9.7% |
| 30D | +2.3% | +21.0% | -18.7% | +6.8% |
| 3M | -8.1% | -2.9% | -5.1% | -8.1% |
| 6M | +21.4% | -27.8% | +49.2% | +15.9% |
| YTD | +24.3% | -12.6% | +36.9% | +27.3% |
| 1Y | +47.4% | -9.8% | +57.2% | +53.4% |
| All | +41.7% | -75.6% | +117.3% | +10.6% |
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