+28.2%
DGX vs PLTU
-36.4%
+64.6%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.4% | +2.5% | -1.9% |
| 7D | -3.5% | -17.7% | +14.3% | -3.6% |
| 30D | -2.7% | -12.5% | +9.8% | -2.7% |
| 3M | +13.9% | +39.5% | -25.6% | +14.4% |
| 6M | +16.0% | -7.0% | +23.0% | +15.9% |
| YTD | +34.9% | -38.1% | +73.0% | +35.6% |
| All | +28.2% | -36.4% | +64.6% | +28.9% |
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