-50.0%
DOCS vs PLTD
-77.8%
+27.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +4.6% | -7.4% | -1.4% |
| 7D | -1.4% | +5.9% | -7.4% | +0.5% |
| 30D | +21.8% | -11.6% | +33.4% | +19.2% |
| 3M | +27.3% | -29.9% | +57.2% | +20.1% |
| 6M | -0.3% | -28.5% | +28.2% | -4.2% |
| YTD | -40.5% | -20.4% | -20.1% | -40.6% |
| 1Y | -61.5% | -33.3% | -28.3% | -63.2% |
| All | -50.0% | -77.8% | +27.8% | -63.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling