+4.9%
AA vs PLTD
-18.9%
+23.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.2% | -3.9% | -1.3% |
| 7D | +0.5% | -4.8% | +5.3% | -0.3% |
| 30D | -0.6% | +16.9% | -17.4% | +2.6% |
| 3M | -19.7% | +2.6% | -22.3% | -18.8% |
| 6M | -41.6% | -36.2% | -5.3% | -44.9% |
| YTD | -24.6% | -19.4% | -5.2% | -18.9% |
| 1Y | +4.9% | -22.5% | +27.4% | +9.9% |
| All | +4.9% | -18.9% | +23.8% | +9.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling