+360.3%
DELL vs PLTD
-77.3%
+437.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.3% | -0.5% | +2.6% |
| 7D | +25.6% | +4.5% | +21.1% | +27.4% |
| 30D | +17.7% | -0.7% | +18.4% | +17.5% |
| 3M | +33.4% | -31.0% | +64.5% | +21.7% |
| 6M | +266.2% | -24.8% | +291.0% | +252.6% |
| YTD | +328.0% | -18.6% | +346.6% | +326.7% |
| 1Y | +339.6% | -31.8% | +371.4% | +318.8% |
| All | +360.3% | -77.3% | +437.6% | +220.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling