-77.8%
PLTD vs DTE
+23.0%
-100.8%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.4% | -1.9% |
| 7D | -1.6% | +1.6% | -3.1% | -1.6% |
| 30D | +18.5% | +9.1% | +9.4% | +18.0% |
| 3M | -2.4% | +2.4% | -4.8% | -2.9% |
| 6M | -34.6% | -0.2% | -34.3% | -34.7% |
| YTD | -21.4% | +11.0% | -32.5% | -18.8% |
| 1Y | -16.8% | +3.4% | -20.1% | -16.3% |
| All | -77.8% | +23.0% | -100.8% | -75.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling