-0.7%
AGG vs PLTD
-25.0%
+24.3%
-3.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -2.9% | -0.6% |
| 7D | -0.9% | +9.9% | -10.8% | -0.9% |
| 30D | -1.0% | +3.8% | -4.8% | -0.9% |
| 3M | -1.3% | -32.3% | +31.0% | -1.5% |
| 6M | -2.1% | -25.9% | +23.8% | -2.2% |
| YTD | -1.2% | -16.4% | +15.2% | -1.3% |
| All | -0.7% | -25.0% | +24.3% | -0.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling