+17.7%
DTE vs PLTU
+129.7%
-112.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.4% | +3.1% | -1.3% |
| 7D | -2.0% | -17.7% | +15.7% | -2.0% |
| 30D | -2.4% | -12.5% | +10.1% | -2.4% |
| 3M | -7.3% | +39.5% | -46.8% | -7.3% |
| 6M | -7.6% | -7.0% | -0.7% | -7.5% |
| YTD | +5.8% | -38.1% | +43.9% | +6.3% |
| 1Y | +2.3% | -36.0% | +38.3% | +2.6% |
| All | +17.7% | +129.7% | -112.1% | +12.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling