+43.9%
DVN vs PLTD
-77.5%
+121.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | +0.9% |
| 7D | +10.4% | -4.8% | +15.1% | +10.1% |
| 30D | -6.7% | +16.9% | -23.5% | -5.8% |
| 3M | +5.6% | +2.6% | +3.0% | +6.0% |
| 6M | +0.7% | -36.2% | +36.9% | -1.2% |
| YTD | +29.6% | -19.4% | +49.0% | +30.8% |
| 1Y | +36.3% | -22.5% | +58.8% | +36.9% |
| All | +43.9% | -77.5% | +121.4% | +21.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling