+361.5%
DELL vs PLTD
-77.2%
+438.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.4% |
| 7D | +8.7% | -0.9% | +9.7% | +8.6% |
| 30D | +16.9% | +1.3% | +15.6% | +17.5% |
| 3M | +40.4% | -32.9% | +73.3% | +26.7% |
| 6M | +267.1% | -24.9% | +292.0% | +253.3% |
| YTD | +329.1% | -18.2% | +347.3% | +328.3% |
| 1Y | +346.9% | -28.7% | +375.6% | +332.5% |
| All | +361.5% | -77.2% | +438.7% | +222.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling