+50.3%
DVN vs PLTD
-77.2%
+127.5%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +1.2% |
| 7D | -0.1% | -0.9% | +0.8% | -0.1% |
| 30D | +8.0% | +1.3% | +6.6% | +8.1% |
| 3M | +11.9% | -32.9% | +44.8% | +10.0% |
| 6M | +10.6% | -24.9% | +35.5% | +10.3% |
| YTD | +35.4% | -18.2% | +53.6% | +36.6% |
| 1Y | +46.5% | -28.7% | +75.2% | +45.2% |
| All | +50.3% | -77.2% | +127.5% | +27.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling