+26.4%
AFL vs PLTD
-78.1%
+104.5%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.3% | +1.5% |
| 7D | +1.4% | -1.6% | +3.0% | +1.5% |
| 30D | +9.7% | +18.5% | -8.8% | +9.6% |
| 3M | +5.5% | -2.4% | +7.9% | +5.4% |
| 6M | +11.2% | -34.6% | +45.8% | +11.1% |
| YTD | +17.1% | -21.4% | +38.5% | +17.7% |
| 1Y | +14.0% | -16.8% | +30.8% | +15.0% |
| All | +26.4% | -78.1% | +104.5% | +18.1% |
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