-36.8%
DOCS vs PLTU
+90.0%
-126.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -19.6% | +15.3% | -1.4% |
| 7D | -1.3% | -39.1% | +37.8% | +5.8% |
| 30D | +19.4% | -37.6% | +57.0% | +27.1% |
| 3M | +53.4% | -12.7% | +66.1% | +55.1% |
| 6M | +28.8% | +1.7% | +27.0% | +24.0% |
| YTD | -25.1% | -48.8% | +23.7% | -22.8% |
| 1Y | -48.1% | -56.2% | +8.0% | -46.0% |
| All | -36.8% | +90.0% | -126.9% | -53.7% |
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