+20.3%
DASH vs PLTD
-77.8%
+98.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +4.6% | -9.3% | -3.2% |
| 7D | -10.6% | +5.9% | -16.5% | -8.7% |
| 30D | +2.2% | -11.6% | +13.8% | -1.4% |
| 3M | +32.3% | -29.9% | +62.2% | +21.7% |
| 6M | +19.1% | -28.5% | +47.6% | +12.5% |
| YTD | -6.5% | -20.4% | +13.9% | -7.0% |
| 1Y | -14.9% | -33.3% | +18.4% | -18.5% |
| All | +20.3% | -77.8% | +98.1% | -12.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling