-5.5%
DT vs PLTU
-46.5%
+41.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.3% | -2.5% | +1.0% |
| 7D | -5.4% | -0.9% | -4.5% | -5.6% |
| 30D | -32.2% | -34.7% | +2.5% | -28.0% |
| 3M | -10.9% | -10.8% | -0.1% | -10.0% |
| 6M | +10.0% | +24.1% | -14.1% | +2.8% |
| YTD | +2.1% | -36.8% | +38.9% | -1.4% |
| 1Y | -5.5% | -47.0% | +41.5% | -8.0% |
| All | -5.5% | -46.5% | +41.0% | -8.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling