+11.9%
DLR vs PLTU
-32.6%
+44.4%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.2% |
| 7D | +2.9% | -0.8% | +3.7% | +2.9% |
| 30D | -1.2% | -8.8% | +7.6% | -1.1% |
| 3M | +2.9% | +41.7% | -38.7% | +2.3% |
| 6M | +6.7% | -9.3% | +16.0% | +6.8% |
| YTD | +23.9% | -35.2% | +59.1% | +25.2% |
| All | +11.9% | -32.6% | +44.4% | +14.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling