-27.8%
DOCU vs PLTU
+154.0%
-181.8%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -9.0% | +12.7% | +4.8% |
| 7D | +6.9% | -13.6% | +20.5% | +8.4% |
| 30D | +19.0% | +16.7% | +2.3% | +16.2% |
| 3M | +34.3% | +29.6% | +4.7% | +26.8% |
| 6M | +48.0% | -0.1% | +48.1% | +42.1% |
| YTD | 0.0% | -31.5% | +31.5% | -1.1% |
| 1Y | -10.3% | -19.7% | +9.5% | -14.6% |
| All | -27.8% | +154.0% | -181.8% | -45.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling