+37.5%
DAL vs PLTU
+90.0%
-52.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -19.6% | +15.3% | -2.3% |
| 7D | +4.6% | -39.1% | +43.7% | +9.7% |
| 30D | +2.3% | -37.6% | +39.9% | +6.8% |
| 3M | -8.1% | -12.7% | +4.6% | -8.2% |
| 6M | +21.4% | +1.7% | +19.7% | +15.7% |
| YTD | +24.3% | -48.8% | +73.1% | +26.8% |
| 1Y | +47.4% | -56.2% | +103.5% | +52.2% |
| All | +37.5% | +90.0% | -52.5% | +6.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling