+46.0%
DGX vs PLTU
-47.9%
+94.0%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.5% | +8.0% | +3.4% |
| 7D | +4.1% | -24.5% | +28.6% | +3.9% |
| 30D | +10.5% | -20.2% | +30.7% | +10.3% |
| 3M | +9.8% | +3.1% | +6.7% | +10.0% |
| 6M | +34.6% | +8.7% | +25.8% | +34.7% |
| YTD | +49.8% | -36.2% | +86.1% | +51.0% |
| 1Y | +46.0% | -47.1% | +93.2% | +47.7% |
| All | +46.0% | -47.9% | +94.0% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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