+20.2%
DTE vs PLTU
+142.1%
-121.9%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.7% | +5.5% | +0.9% |
| 7D | +0.9% | -11.6% | +12.5% | +0.9% |
| 30D | -1.9% | -4.6% | +2.8% | -1.9% |
| 3M | -3.3% | +33.7% | -37.0% | -3.3% |
| 6M | -7.1% | -9.4% | +2.3% | -6.9% |
| YTD | +8.1% | -34.7% | +42.8% | +8.6% |
| 1Y | +5.3% | -23.2% | +28.5% | +5.3% |
| All | +20.2% | +142.1% | -121.9% | +15.4% |
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