+44.0%
DLTR vs PLTD
-16.1%
+60.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.4% | +7.3% | +9.9% |
| 7D | +15.6% | +14.4% | +1.1% | +17.2% |
| 30D | +29.9% | +8.6% | +21.2% | +30.9% |
| 3M | +12.5% | -9.2% | +21.7% | +10.8% |
| 6M | +56.3% | -29.5% | +85.8% | +50.4% |
| YTD | +19.5% | -20.2% | +39.7% | +20.3% |
| 1Y | +44.0% | -16.5% | +60.5% | +47.8% |
| All | +44.0% | -16.1% | +60.1% | +47.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling