+351.9%
DELL vs PLTD
-77.8%
+429.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.6% | -3.1% | +3.0% |
| 7D | +14.9% | +5.9% | +9.0% | +17.2% |
| 30D | +13.3% | -11.6% | +24.9% | +9.1% |
| 3M | +24.4% | -29.9% | +54.3% | +14.4% |
| 6M | +258.0% | -28.5% | +286.5% | +239.1% |
| YTD | +320.2% | -20.4% | +340.6% | +315.9% |
| 1Y | +319.1% | -33.3% | +352.3% | +296.6% |
| All | +351.9% | -77.8% | +429.7% | +212.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling