+116.3%
PLTU vs DVA
+17.5%
+98.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | -8.1% | -1.3% | -6.8% | -8.2% |
| 30D | -7.0% | 0.0% | -7.1% | -7.0% |
| 3M | +40.0% | -10.9% | +50.9% | +39.7% |
| 6M | -6.0% | +17.3% | -23.3% | -6.5% |
| YTD | -37.1% | +59.8% | -96.9% | -43.2% |
| 1Y | -33.1% | +36.3% | -69.4% | -36.2% |
| All | +116.3% | +17.5% | +98.8% | +69.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling