-48.1%
DOCS vs PLTD
-12.9%
-35.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.2% | -2.9% |
| 7D | -0.8% | +13.7% | -14.5% | +3.2% |
| 30D | +17.4% | +18.4% | -1.0% | +24.1% |
| 3M | +57.4% | -7.5% | +64.8% | +57.5% |
| 6M | +26.5% | -31.3% | +57.9% | +22.9% |
| YTD | -26.6% | -15.4% | -11.2% | -27.6% |
| 1Y | -48.1% | -18.4% | -29.6% | -48.8% |
| All | -48.1% | -12.9% | -35.2% | -48.8% |
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