-75.3%
PLTD vs DOC
+7.1%
-82.4%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -0.2% | +9.8% | +9.5% |
| 7D | +25.1% | +6.2% | +18.8% | +25.7% |
| 30D | +21.0% | +6.5% | +14.6% | +21.6% |
| 3M | -2.9% | -6.2% | +3.3% | -3.8% |
| 6M | -27.8% | +25.6% | -53.4% | -25.4% |
| YTD | -12.6% | +32.1% | -44.7% | -8.5% |
| 1Y | -9.8% | +20.3% | -30.1% | -8.2% |
| All | -75.3% | +7.1% | -82.4% | -74.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling