+5.7%
A vs PLTD
-77.3%
+83.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.3% | -5.0% | -2.4% |
| 7D | -2.1% | +4.5% | -6.6% | -1.6% |
| 30D | +0.6% | -0.7% | +1.4% | +0.7% |
| 3M | +10.9% | -31.0% | +41.9% | +8.3% |
| 6M | +28.2% | -24.8% | +53.0% | +26.8% |
| YTD | +8.6% | -18.6% | +27.1% | +8.9% |
| 1Y | +15.5% | -31.8% | +47.3% | +13.6% |
| All | +5.7% | -77.3% | +83.0% | -7.6% |
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