+6.3%
DOV vs PLTU
+121.9%
-115.6%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.2% | +4.4% | +0.4% |
| 7D | +3.0% | +9.0% | -6.0% | +2.5% |
| 30D | +8.6% | -33.0% | +41.6% | +10.4% |
| 3M | +1.9% | -19.0% | +20.8% | +2.3% |
| 6M | -1.7% | +30.4% | -32.1% | -5.0% |
| YTD | +8.3% | -40.2% | +48.5% | +8.9% |
| 1Y | +16.6% | -37.8% | +54.4% | +16.4% |
| All | +6.3% | +121.9% | -115.6% | -13.2% |
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