+0.7%
DHR vs PLTD
-77.5%
+78.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.8% | +0.6% |
| 7D | +1.2% | -4.8% | +6.0% | +0.8% |
| 30D | +3.7% | +16.9% | -13.1% | +5.3% |
| 3M | +14.5% | +2.6% | +11.9% | +15.1% |
| 6M | +40.9% | -36.2% | +77.2% | +37.7% |
| YTD | +2.4% | -19.4% | +21.8% | +3.0% |
| 1Y | +6.1% | -22.5% | +28.6% | +6.5% |
| All | +0.7% | -77.5% | +78.3% | -11.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling