-77.0%
PLTD vs DGX
+56.5%
-133.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.7% | +3.0% | +2.3% |
| 7D | +4.5% | -0.3% | +4.8% | +4.5% |
| 30D | -0.7% | -1.2% | +0.4% | -0.8% |
| 3M | -31.0% | +19.9% | -50.9% | -31.3% |
| 6M | -24.8% | +19.2% | -44.0% | -25.1% |
| YTD | -18.6% | +37.5% | -56.0% | -17.7% |
| 1Y | -31.8% | +31.3% | -63.1% | -31.3% |
| All | -77.0% | +56.5% | -133.5% | -76.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling