+28.1%
AAPL vs PLTD
-77.2%
+105.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.2% |
| 7D | -3.0% | -0.9% | -2.0% | -3.0% |
| 30D | +2.3% | +1.3% | +1.0% | +2.6% |
| 3M | +8.6% | -32.9% | +41.5% | +4.3% |
| 6M | +21.6% | -24.9% | +46.4% | +19.2% |
| YTD | +16.3% | -18.2% | +34.6% | +16.2% |
| 1Y | +35.1% | -28.7% | +63.8% | +32.2% |
| All | +28.1% | -77.2% | +105.3% | +2.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling