+22.4%
DIA vs PLTD
-77.7%
+100.1%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.5% | +7.7% | +1.7% |
| 7D | +0.8% | +4.2% | -3.5% | +1.2% |
| 30D | +1.4% | +20.8% | -19.4% | +3.4% |
| 3M | -2.7% | -2.6% | -0.1% | -2.6% |
| 6M | +6.2% | -33.1% | +39.3% | +3.7% |
| YTD | +10.1% | -20.0% | +30.2% | +10.2% |
| 1Y | +13.0% | -21.6% | +34.7% | +13.1% |
| All | +22.4% | -77.7% | +100.1% | +6.3% |
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