+44.5%
AAPL vs PLTD
-78.1%
+122.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.7% | +3.2% | +1.2% |
| 7D | +1.8% | -1.6% | +3.3% | +1.7% |
| 30D | +4.3% | +18.5% | -14.2% | +6.7% |
| 3M | +16.6% | -2.4% | +19.1% | +16.7% |
| 6M | +21.6% | -34.6% | +56.2% | +16.8% |
| YTD | +31.2% | -21.4% | +52.6% | +30.6% |
| 1Y | +29.6% | -16.8% | +46.3% | +30.7% |
| All | +44.5% | -78.1% | +122.6% | +15.2% |
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