-1.3%
DXCM vs PLTU
+103.5%
-104.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +7.1% | -13.1% | -6.6% |
| 7D | -3.5% | -25.3% | +21.8% | -1.4% |
| 30D | -5.8% | -34.5% | +28.7% | -3.1% |
| 3M | -4.3% | -3.4% | -1.0% | -5.4% |
| 6M | +31.6% | +12.4% | +19.2% | +26.0% |
| YTD | +19.6% | -45.1% | +64.8% | +20.1% |
| 1Y | +36.9% | -45.7% | +82.5% | +36.5% |
| All | -1.3% | +103.5% | -104.8% | -24.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling