+7.6%
DOV vs PLTU
+134.3%
-126.7%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.3% | -4.1% | 0.0% |
| 7D | -0.1% | -0.9% | +0.8% | -0.2% |
| 30D | +11.3% | -34.7% | +46.0% | +13.2% |
| 3M | +2.2% | -10.8% | +12.9% | +2.1% |
| 6M | -2.9% | +24.1% | -27.0% | -5.9% |
| YTD | +9.6% | -36.8% | +46.4% | +9.9% |
| 1Y | +16.7% | -47.0% | +63.6% | +18.2% |
| All | +7.6% | +134.3% | -126.7% | -12.5% |
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