+67.5%
DLTR vs PLTD
-76.7%
+144.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.3% | -2.0% | +0.4% |
| 7D | -9.4% | +9.9% | -19.3% | -8.7% |
| 30D | -7.3% | +3.8% | -11.2% | -7.0% |
| 3M | +7.6% | -32.3% | +39.9% | +4.6% |
| 6M | +1.6% | -25.9% | +27.4% | -0.2% |
| YTD | -3.5% | -16.4% | +12.9% | -4.1% |
| 1Y | +20.0% | -25.2% | +45.2% | +18.9% |
| All | +67.5% | -76.7% | +144.2% | +52.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling