+172.1%
DELL vs PLTD
-16.9%
+189.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | -1.7% | +9.6% | +7.2% |
| 7D | +0.4% | -1.6% | +1.9% | +0.7% |
| 30D | -35.1% | +18.5% | -53.6% | -30.1% |
| 3M | -15.1% | -2.4% | -12.7% | -13.4% |
| 6M | +51.7% | -34.6% | +86.3% | +45.5% |
| YTD | +200.0% | -21.4% | +221.4% | +199.3% |
| 1Y | +172.1% | -16.8% | +188.9% | +184.3% |
| All | +172.1% | -16.9% | +189.0% | +184.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling