+45.5%
DRI vs PLTU
+126.1%
-80.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +11.1% | -9.6% | +1.3% |
| 7D | +3.1% | -11.7% | +14.8% | +3.3% |
| 30D | +16.2% | -36.9% | +53.2% | +17.1% |
| 3M | +8.4% | -10.9% | +19.3% | +8.2% |
| 6M | +19.0% | +18.0% | +1.0% | +17.4% |
| YTD | +28.8% | -39.0% | +67.9% | +29.4% |
| 1Y | +33.1% | -41.5% | +74.6% | +33.5% |
| All | +45.5% | +126.1% | -80.6% | +25.0% |
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