+25.8%
AFL vs PLTD
-78.0%
+103.8%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.5% |
| 7D | +0.2% | -9.8% | +10.0% | +0.3% |
| 30D | +8.6% | +18.9% | -10.3% | +8.5% |
| 3M | +5.3% | -4.2% | +9.6% | +5.3% |
| 6M | +10.0% | -34.8% | +44.9% | +9.9% |
| YTD | +16.5% | -21.1% | +37.6% | +17.2% |
| 1Y | +12.7% | -19.3% | +31.9% | +13.5% |
| All | +25.8% | -78.0% | +103.8% | +17.5% |
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 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