-2.3%
DOV vs PLTU
+154.0%
-156.4%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -9.0% | +10.0% | +1.4% |
| 7D | -2.7% | -13.6% | +10.9% | -2.1% |
| 30D | -8.1% | +16.7% | -24.8% | -9.0% |
| 3M | -9.4% | +29.6% | -39.0% | -11.6% |
| 6M | -12.6% | -0.1% | -12.5% | -14.2% |
| YTD | -0.5% | -31.5% | +31.0% | -0.2% |
| 1Y | +9.2% | -19.7% | +29.0% | +6.3% |
| All | -2.3% | +154.0% | -156.4% | -20.5% |
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 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