+6.5%
DLR vs PLTD
-77.3%
+83.8%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.3% | -1.7% | +0.8% |
| 7D | +3.4% | +4.5% | -1.1% | +3.9% |
| 30D | -2.2% | -0.7% | -1.5% | -2.2% |
| 3M | +4.7% | -31.0% | +35.8% | +1.8% |
| 6M | +9.0% | -24.8% | +33.8% | +7.8% |
| YTD | +24.1% | -18.6% | +42.7% | +24.9% |
| 1Y | +20.9% | -31.8% | +52.7% | +18.8% |
| All | +6.5% | -77.3% | +83.8% | -13.7% |
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