-77.5%
PLTD vs DOC
+8.8%
-86.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.8% | +6.5% | +4.4% |
| 7D | +5.9% | -1.5% | +7.4% | +5.8% |
| 30D | -11.6% | -4.8% | -6.8% | -12.0% |
| 3M | -29.9% | +6.9% | -36.8% | -29.5% |
| 6M | -28.5% | +20.7% | -49.3% | -26.8% |
| YTD | -20.4% | +34.1% | -54.5% | -16.3% |
| 1Y | -33.3% | +22.6% | -55.9% | -31.4% |
| All | -77.5% | +8.8% | -86.3% | -76.9% |
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