+92.8%
DLTR vs PLTU
+121.9%
-29.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.2% | +2.0% | -2.1% |
| 7D | +5.3% | +9.0% | -3.7% | +4.9% |
| 30D | +13.4% | -33.0% | +46.4% | +15.0% |
| 3M | +6.6% | -19.0% | +25.6% | +6.8% |
| 6M | +59.1% | +30.4% | +28.7% | +54.0% |
| YTD | +12.3% | -40.2% | +52.4% | +11.1% |
| 1Y | +33.9% | -37.8% | +71.7% | +32.2% |
| All | +92.8% | +121.9% | -29.1% | +74.1% |
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