+21.6%
DG vs PLTD
-31.0%
+52.6%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.0% | -2.5% |
| 7D | -4.8% | -0.9% | -3.9% | -4.9% |
| 30D | +1.8% | +1.3% | +0.4% | +1.9% |
| 3M | +14.5% | -32.9% | +47.3% | +11.6% |
| 6M | -13.6% | -24.9% | +11.3% | -14.5% |
| YTD | -4.8% | -18.2% | +13.4% | -4.8% |
| 1Y | +21.6% | -28.7% | +50.3% | +21.6% |
| All | +21.6% | -31.0% | +52.6% | +21.6% |
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