+8.7%
AA vs PLTD
-18.6%
+27.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -5.5% | +11.3% | +4.7% |
| 7D | +4.8% | +4.2% | +0.6% | +5.8% |
| 30D | -0.6% | +20.8% | -21.5% | +3.2% |
| 3M | -16.3% | -2.6% | -13.7% | -16.2% |
| 6M | -33.4% | -33.1% | -0.3% | -36.2% |
| YTD | -20.7% | -20.0% | -0.6% | -15.1% |
| All | +8.7% | -18.6% | +27.3% | +22.7% |
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 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