+28.4%
AA vs PLTD
-77.8%
+106.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.6% | -6.8% | -1.0% |
| 7D | -0.7% | +5.9% | -6.6% | +0.9% |
| 30D | +5.0% | -11.6% | +16.6% | +2.3% |
| 3M | -35.8% | -29.9% | -5.9% | -39.6% |
| 6M | -18.4% | -28.5% | +10.1% | -22.0% |
| YTD | -5.5% | -20.4% | +14.9% | -5.6% |
| 1Y | +61.0% | -33.3% | +94.2% | +55.3% |
| All | +28.4% | -77.8% | +106.2% | -1.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling