+8.3%
ADP vs PLTD
-78.0%
+86.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.5% |
| 7D | +0.3% | -9.8% | +10.0% | -0.4% |
| 30D | +11.6% | +18.9% | -7.3% | +13.0% |
| 3M | +15.1% | -4.2% | +19.3% | +14.8% |
| 6M | +46.0% | -34.8% | +80.9% | +42.8% |
| YTD | +22.4% | -21.1% | +43.5% | +21.3% |
| 1Y | +24.5% | -19.3% | +43.7% | +23.7% |
| All | +8.3% | -78.0% | +86.3% | -1.9% |
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