+11.3%
DOCU vs PLTU
-53.1%
+64.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +7.1% | -8.7% | -2.6% |
| 7D | -5.5% | -25.3% | +19.8% | -2.1% |
| 30D | +12.6% | -34.5% | +47.1% | +18.1% |
| 3M | +36.4% | -3.4% | +39.7% | +34.7% |
| 6M | +66.8% | +12.4% | +54.4% | +58.2% |
| YTD | +13.5% | -45.1% | +58.6% | +12.9% |
| 1Y | +11.3% | -45.7% | +57.0% | +9.9% |
| All | +11.3% | -53.1% | +64.4% | +9.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling