-7.8%
DT vs PLTU
+154.0%
-161.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -9.0% | +7.4% | -0.6% |
| 7D | -3.3% | -13.6% | +10.3% | -1.8% |
| 30D | +2.0% | +16.7% | -14.6% | -0.2% |
| 3M | +20.0% | +29.6% | -9.6% | +13.3% |
| 6M | +39.3% | -0.1% | +39.4% | +33.7% |
| YTD | +19.8% | -31.5% | +51.3% | +18.0% |
| 1Y | +4.3% | -19.7% | +24.0% | -0.6% |
| All | -7.8% | +154.0% | -161.8% | -29.2% |
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