+5.8%
DLR vs PLTU
+154.0%
-148.2%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -9.0% | +9.3% | +0.8% |
| 7D | +1.6% | -13.6% | +15.2% | +2.2% |
| 30D | -3.4% | +16.7% | -20.0% | -4.4% |
| 3M | +0.5% | +29.6% | -29.1% | -2.1% |
| 6M | +4.6% | -0.1% | +4.7% | +2.6% |
| YTD | +23.4% | -31.5% | +54.9% | +23.6% |
| 1Y | +19.0% | -19.7% | +38.8% | +16.2% |
| All | +5.8% | +154.0% | -148.2% | -15.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling