+113.0%
PLTU vs DVA
+17.4%
+95.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.9% | -3.5% | -4.4% |
| 7D | -17.7% | -0.2% | -17.5% | -17.7% |
| 30D | -12.5% | +1.7% | -14.2% | -12.5% |
| 3M | +39.5% | -8.7% | +48.2% | +39.3% |
| 6M | -7.0% | +19.7% | -26.6% | -7.7% |
| YTD | -38.1% | +59.6% | -97.7% | -44.1% |
| 1Y | -36.0% | +37.1% | -73.1% | -39.1% |
| All | +113.0% | +17.4% | +95.6% | +67.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling