-10.1%
DT vs PLTU
+140.2%
-150.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.7% |
| 7D | -0.5% | -0.8% | +0.2% | -0.6% |
| 30D | +0.1% | -8.8% | +8.9% | +0.9% |
| 3M | +24.1% | +41.7% | -17.6% | +15.9% |
| 6M | +30.1% | -9.3% | +39.4% | +26.2% |
| YTD | +16.8% | -35.2% | +52.0% | +15.8% |
| 1Y | -0.1% | -29.5% | +29.4% | -3.3% |
| All | -10.1% | +140.2% | -150.3% | -30.6% |
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