+1.9%
DLR vs PLTD
-77.7%
+79.6%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -5.5% | +8.9% | +2.8% |
| 7D | +2.4% | +4.2% | -1.9% | +2.9% |
| 30D | +0.7% | +20.8% | -20.1% | +2.9% |
| 3M | -6.4% | -2.6% | -3.9% | -6.3% |
| 6M | -6.5% | -33.1% | +26.5% | -9.1% |
| YTD | +18.8% | -20.0% | +38.8% | +19.6% |
| 1Y | +9.0% | -21.6% | +30.7% | +9.8% |
| All | +1.9% | -77.7% | +79.6% | -17.4% |
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