+20.0%
DASH vs PLTU
+154.0%
-134.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -9.0% | +4.4% | -3.2% |
| 7D | -10.6% | -13.6% | +3.0% | -8.8% |
| 30D | +2.2% | +16.7% | -14.5% | -1.4% |
| 3M | +32.3% | +29.6% | +2.7% | +21.5% |
| 6M | +19.1% | -0.1% | +19.2% | +12.2% |
| YTD | -6.5% | -31.5% | +25.0% | -7.4% |
| 1Y | -14.9% | -19.7% | +4.8% | -19.4% |
| All | +20.0% | +154.0% | -134.0% | -14.2% |
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