-16.7%
DOCU vs PLTU
+90.0%
-106.8%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -19.6% | +17.7% | +0.4% |
| 7D | -3.2% | -39.1% | +35.9% | +2.3% |
| 30D | +15.7% | -37.6% | +53.3% | +21.5% |
| 3M | +37.3% | -12.7% | +50.0% | +37.6% |
| 6M | +63.1% | +1.7% | +61.4% | +56.9% |
| YTD | +15.4% | -48.8% | +64.1% | +17.1% |
| 1Y | +11.3% | -56.2% | +67.5% | +13.9% |
| All | -16.7% | +90.0% | -106.8% | -35.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling