+32.7%
AAPL vs PLTD
-76.7%
+109.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.3% | +1.3% | +3.8% |
| 7D | -0.5% | +9.9% | -10.4% | +0.7% |
| 30D | +7.1% | +3.8% | +3.3% | +7.8% |
| 3M | +12.1% | -32.3% | +44.4% | +7.8% |
| 6M | +25.4% | -25.9% | +51.3% | +22.7% |
| YTD | +20.5% | -16.4% | +36.9% | +20.7% |
| 1Y | +44.5% | -25.2% | +69.7% | +42.6% |
| All | +32.7% | -76.7% | +109.4% | +6.4% |
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