+0.3%
DHR vs PLTU
+121.9%
-121.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.2% | +4.6% | +0.6% |
| 7D | +1.2% | +9.0% | -7.8% | +0.8% |
| 30D | +3.7% | -33.0% | +36.7% | +5.2% |
| 3M | +14.5% | -19.0% | +33.5% | +15.0% |
| 6M | +40.9% | +30.4% | +10.5% | +37.5% |
| YTD | +2.4% | -40.2% | +42.6% | +2.8% |
| 1Y | +6.1% | -37.8% | +43.9% | +6.2% |
| All | +0.3% | +121.9% | -121.6% | -12.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling