-76.4%
PLTD vs DGX
+53.6%
-130.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.8% | +4.1% | +2.2% |
| 7D | +9.9% | -3.5% | +13.3% | +9.9% |
| 30D | +3.8% | -2.7% | +6.5% | +3.8% |
| 3M | -32.3% | +13.9% | -46.2% | -32.5% |
| 6M | -25.9% | +16.0% | -41.9% | -26.2% |
| YTD | -16.4% | +34.9% | -51.3% | -15.5% |
| 1Y | -25.2% | +30.6% | -55.7% | -24.5% |
| All | -76.4% | +53.6% | -130.0% | -75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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