+124.5%
PLTU vs DVA
+16.5%
+108.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.1% | -2.5% | -4.7% |
| 7D | -11.6% | +2.2% | -13.8% | -11.5% |
| 30D | -4.6% | -2.0% | -2.6% | -4.6% |
| 3M | +33.7% | -6.3% | +40.0% | +33.6% |
| 6M | -9.4% | +19.4% | -28.8% | -10.1% |
| YTD | -34.7% | +58.5% | -93.2% | -41.0% |
| 1Y | -23.2% | +33.9% | -57.1% | -26.5% |
| All | +124.5% | +16.5% | +108.0% | +76.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling