-1.4%
DLR vs PLTD
-76.4%
+75.0%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +2.9% | -0.6% |
| 7D | -3.6% | +13.7% | -17.3% | -2.2% |
| 30D | -3.5% | +18.4% | -21.9% | -1.6% |
| 3M | -8.9% | -7.5% | -1.5% | -9.3% |
| 6M | -11.6% | -31.3% | +19.7% | -13.8% |
| YTD | +14.9% | -15.4% | +30.3% | +16.3% |
| 1Y | +6.4% | -18.4% | +24.9% | +7.5% |
| All | -1.4% | -76.4% | +75.0% | -19.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling