+1.9%
AA vs PLTD
-76.4%
+78.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.2% | +6.1% | +2.1% |
| 7D | +0.9% | +13.7% | -12.9% | +4.3% |
| 30D | -6.7% | +18.4% | -25.1% | -2.4% |
| 3M | -16.3% | -7.5% | -8.9% | -17.2% |
| 6M | -37.1% | -31.3% | -5.8% | -40.9% |
| YTD | -25.0% | -15.4% | -9.6% | -23.7% |
| 1Y | +8.6% | -18.4% | +27.0% | +10.2% |
| All | +1.9% | -76.4% | +78.3% | -20.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling