-77.0%
PLTD vs DTE
+19.7%
-96.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.4% | +2.3% |
| 7D | +4.5% | +0.9% | +3.7% | +4.5% |
| 30D | -0.7% | -1.9% | +1.1% | -0.8% |
| 3M | -31.0% | -3.3% | -27.7% | -30.9% |
| 6M | -24.8% | -7.1% | -17.7% | -25.3% |
| YTD | -18.6% | +8.1% | -26.7% | -15.4% |
| 1Y | -31.8% | +5.3% | -37.1% | -29.8% |
| All | -77.0% | +19.7% | -96.8% | -74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 3y: compounded portfolio wealth divided by compounded DTE 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…
3y analysis · Full analysis span regression · 6 months rolling