-33.3%
PLTD vs DOC
+23.9%
-57.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.8% | +6.5% | +4.7% |
| 7D | +5.9% | -1.5% | +7.4% | +6.0% |
| 30D | -11.6% | -4.8% | -6.8% | -11.4% |
| 3M | -29.9% | +6.9% | -36.8% | -30.3% |
| 6M | -28.5% | +20.7% | -49.3% | -28.9% |
| YTD | -20.4% | +34.1% | -54.5% | -21.6% |
| 1Y | -33.3% | +22.6% | -55.9% | -34.1% |
| All | -33.3% | +23.9% | -57.1% | -34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 1y: compounded portfolio wealth divided by compounded DOC 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…
1y analysis · Full analysis span regression · 6 months rolling