+65.3%
DLTR vs PLTU
+140.2%
-74.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.8% | -3.8% | -4.5% |
| 7D | -10.2% | -0.8% | -9.5% | -10.3% |
| 30D | -8.5% | -8.8% | +0.3% | -8.3% |
| 3M | +5.6% | +41.7% | -36.1% | +2.5% |
| 6M | +2.2% | -9.3% | +11.5% | +0.4% |
| YTD | -3.8% | -35.2% | +31.5% | -4.6% |
| 1Y | +22.9% | -29.5% | +52.4% | +21.1% |
| All | +65.3% | +140.2% | -74.9% | +49.5% |
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