+44.7%
DG vs PLTD
-16.1%
+60.8%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +2.4% | +6.1% | +8.7% |
| 7D | +12.3% | +14.4% | -2.2% | +13.5% |
| 30D | +19.3% | +8.6% | +10.6% | +20.0% |
| 3M | +11.9% | -9.2% | +21.1% | +10.7% |
| 6M | +25.0% | -29.5% | +54.5% | +22.4% |
| YTD | +8.7% | -20.2% | +28.9% | +10.5% |
| 1Y | +44.7% | -16.5% | +61.2% | +48.6% |
| All | +44.7% | -16.1% | +60.8% | +48.6% |
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