+3.6%
DXCM vs PLTU
+121.9%
-118.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.2% | +6.6% | +2.7% |
| 7D | +4.9% | +9.0% | -4.1% | +4.1% |
| 30D | -0.2% | -33.0% | +32.8% | +2.6% |
| 3M | -8.9% | -19.0% | +10.1% | -8.3% |
| 6M | +42.3% | +30.4% | +11.9% | +34.4% |
| YTD | +25.6% | -40.2% | +65.7% | +25.1% |
| 1Y | +39.5% | -37.8% | +77.3% | +38.0% |
| All | +3.6% | +121.9% | -118.4% | -21.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling