-38.1%
DOCS vs PLTU
+103.5%
-141.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +7.1% | -9.1% | -3.1% |
| 7D | -0.8% | -25.3% | +24.6% | +3.2% |
| 30D | +17.4% | -34.5% | +51.9% | +24.0% |
| 3M | +57.4% | -3.4% | +60.7% | +56.7% |
| 6M | +26.5% | +12.4% | +14.1% | +20.1% |
| YTD | -26.6% | -45.1% | +18.5% | -25.2% |
| 1Y | -48.1% | -45.7% | -2.4% | -47.6% |
| All | -38.1% | +103.5% | -141.6% | -55.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling