-36.5%
DOCS vs PLTU
+121.9%
-158.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.2% | +4.6% | +1.0% |
| 7D | +2.6% | +9.0% | -6.5% | +1.1% |
| 30D | +11.4% | -33.0% | +44.4% | +17.2% |
| 3M | +25.4% | -19.0% | +44.4% | +27.5% |
| 6M | +42.5% | +30.4% | +12.1% | +32.1% |
| YTD | -24.7% | -40.2% | +15.5% | -24.3% |
| 1Y | -32.9% | -37.8% | +4.9% | -33.4% |
| All | -36.5% | +121.9% | -158.5% | -54.6% |
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