-25.2%
PLTD vs DVA
+33.5%
-58.7%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-10 to 2026-09-10.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.9% | +3.2% | +2.3% |
| 7D | +9.9% | -0.2% | +10.1% | +9.9% |
| 30D | +3.8% | +1.7% | +2.1% | +3.6% |
| 3M | -32.3% | -8.7% | -23.6% | -31.9% |
| 6M | -25.9% | +19.7% | -45.5% | -27.4% |
| YTD | -16.4% | +59.6% | -76.0% | -15.2% |
| 1Y | -25.2% | +37.1% | -62.3% | -25.1% |
| All | -25.2% | +33.5% | -58.7% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DVA.
Daily Out/Under-Performance
Portfolio return minus DVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVA 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 2025-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded DVA 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…
2025-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling