-77.5%
PLTD vs DOC
+7.4%
-84.8%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.1% | -0.7% | +2.6% |
| 7D | +14.4% | +8.7% | +5.7% | +15.3% |
| 30D | +8.6% | +7.6% | +1.0% | +9.3% |
| 3M | -9.2% | -5.3% | -3.9% | -9.9% |
| 6M | -29.5% | +27.6% | -57.1% | -26.9% |
| YTD | -20.2% | +32.4% | -52.6% | -16.4% |
| 1Y | -16.5% | +22.9% | -39.4% | -14.4% |
| All | -77.5% | +7.4% | -84.8% | -77.0% |
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