+243.0%
AG vs PLTD
-77.2%
+320.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.7% | +2.2% |
| 7D | -0.1% | -0.9% | +0.8% | -0.2% |
| 30D | +12.5% | +1.3% | +11.1% | +13.1% |
| 3M | +28.2% | -32.9% | +61.0% | +19.5% |
| 6M | -18.8% | -24.9% | +6.0% | -21.1% |
| YTD | +27.4% | -18.2% | +45.6% | +26.5% |
| 1Y | +132.2% | -28.7% | +160.9% | +127.8% |
| All | +243.0% | -77.2% | +320.2% | +174.5% |
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