-48.1%
DOCS vs PLTD
-9.3%
-38.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +9.5% | -13.8% | -1.5% |
| 7D | -1.3% | +25.1% | -26.4% | +5.6% |
| 30D | +19.4% | +21.0% | -1.6% | +27.0% |
| 3M | +53.4% | -2.9% | +56.3% | +55.4% |
| 6M | +28.8% | -27.8% | +56.5% | +26.5% |
| YTD | -25.1% | -12.6% | -12.5% | -25.2% |
| 1Y | -48.1% | -9.8% | -38.3% | -48.2% |
| All | -48.1% | -9.3% | -38.9% | -48.2% |
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