+236.0%
AG vs PLTD
-77.3%
+313.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.3% | -3.4% | -0.5% |
| 7D | +4.5% | +4.5% | -0.1% | +5.7% |
| 30D | +12.9% | -0.7% | +13.6% | +12.9% |
| 3M | +20.9% | -31.0% | +52.0% | +13.6% |
| 6M | -19.5% | -24.8% | +5.3% | -21.8% |
| YTD | +24.8% | -18.6% | +43.3% | +23.8% |
| 1Y | +120.2% | -31.8% | +152.0% | +114.7% |
| All | +236.0% | -77.3% | +313.3% | +168.7% |
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