-12.0%
DHR vs PLTU
+140.2%
-152.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.2% |
| 7D | -2.4% | -0.8% | -1.6% | -2.4% |
| 30D | -2.2% | -8.8% | +6.6% | -1.9% |
| 3M | +9.0% | +41.7% | -32.7% | +6.5% |
| 6M | +3.5% | -9.3% | +12.8% | +2.5% |
| YTD | -10.1% | -35.2% | +25.1% | -9.8% |
| 1Y | +6.2% | -29.5% | +35.7% | +4.9% |
| All | -12.0% | +140.2% | -152.2% | -23.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling