+45.8%
DVN vs PLTU
+142.1%
-96.3%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.7% | +5.4% | +0.8% |
| 7D | -1.3% | -11.6% | +10.3% | -1.0% |
| 30D | +12.6% | -4.6% | +17.2% | +12.6% |
| 3M | +8.1% | +33.7% | -25.6% | +6.5% |
| 6M | +10.2% | -9.4% | +19.6% | +9.8% |
| YTD | +33.8% | -34.7% | +68.5% | +34.9% |
| 1Y | +43.9% | -23.2% | +67.1% | +41.2% |
| All | +45.8% | +142.1% | -96.3% | +22.7% |
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