+29.9%
A vs PLTD
-77.7%
+107.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -5.5% | +8.6% | +2.5% |
| 7D | +4.8% | +4.2% | +0.5% | +5.3% |
| 30D | +5.6% | +20.8% | -15.2% | +7.9% |
| 3M | +23.6% | -2.6% | +26.2% | +23.9% |
| 6M | +56.4% | -33.1% | +89.4% | +53.0% |
| YTD | +33.4% | -20.0% | +53.4% | +33.9% |
| 1Y | +23.7% | -21.6% | +45.4% | +24.2% |
| All | +29.9% | -77.7% | +107.6% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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