-23.0%
DT vs PLTD
-76.4%
+53.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | -1.4% |
| 7D | -24.7% | +13.7% | -38.5% | -21.9% |
| 30D | -27.4% | +18.4% | -45.8% | -23.5% |
| 3M | -11.1% | -7.5% | -3.6% | -11.0% |
| 6M | +13.7% | -31.3% | +45.0% | +9.1% |
| YTD | +0.2% | -15.4% | +15.6% | +1.7% |
| 1Y | -5.7% | -18.4% | +12.7% | -4.7% |
| All | -23.0% | -76.4% | +53.4% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 3y: compounded portfolio wealth divided by compounded PLTD 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…
3y analysis · Full analysis span regression · 6 months rolling