+336.8%
DELL vs PLTD
-76.7%
+413.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.3% | -7.6% | -4.6% |
| 7D | -1.9% | +9.9% | -11.8% | +1.2% |
| 30D | +14.9% | +3.8% | +11.1% | +16.5% |
| 3M | +37.2% | -32.3% | +69.5% | +24.1% |
| 6M | +254.0% | -25.9% | +279.8% | +239.2% |
| YTD | +306.1% | -16.4% | +322.5% | +308.5% |
| 1Y | +312.3% | -25.2% | +337.4% | +305.8% |
| All | +336.8% | -76.7% | +413.5% | +207.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling