-17.9%
DOCU vs PLTU
+126.1%
-144.1%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +11.1% | -10.9% | -1.2% |
| 7D | -4.8% | -11.7% | +6.9% | -3.7% |
| 30D | +9.4% | -36.9% | +46.3% | +14.7% |
| 3M | +29.0% | -10.9% | +40.0% | +29.0% |
| 6M | +62.3% | +18.0% | +44.3% | +53.2% |
| YTD | +13.7% | -39.0% | +52.7% | +12.8% |
| 1Y | +11.5% | -41.5% | +53.1% | +10.4% |
| All | -17.9% | +126.1% | -144.1% | -38.0% |
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