+16.3%
DUK vs PLTD
-76.9%
+93.2%
-10.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.8% | +0.1% |
| 7D | -0.7% | +4.2% | -4.9% | -0.8% |
| 30D | -2.4% | +0.7% | -3.2% | -2.5% |
| 3M | -3.0% | -32.4% | +29.4% | -1.8% |
| 6M | -6.6% | -26.2% | +19.6% | -5.9% |
| YTD | +4.6% | -17.0% | +21.6% | +4.7% |
| 1Y | +1.2% | -26.7% | +27.9% | +1.6% |
| All | +16.3% | -76.9% | +93.2% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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