+6.4%
DLR vs PLTU
+142.1%
-135.7%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.7% | +5.3% | +0.8% |
| 7D | +3.4% | -11.6% | +15.0% | +3.9% |
| 30D | -2.2% | -4.6% | +2.4% | -2.2% |
| 3M | +4.7% | +33.7% | -29.0% | +1.8% |
| 6M | +9.0% | -9.4% | +18.4% | +7.6% |
| YTD | +24.1% | -34.7% | +58.9% | +24.7% |
| 1Y | +20.9% | -23.2% | +44.2% | +18.3% |
| All | +6.4% | +142.1% | -135.7% | -14.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling