+8.1%
AIG vs PLTD
-76.9%
+85.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.4% |
| 7D | -1.2% | +4.2% | -5.4% | -1.0% |
| 30D | -1.1% | +0.7% | -1.8% | -1.0% |
| 3M | +0.7% | -32.4% | +33.1% | -0.5% |
| 6M | -2.2% | -26.2% | +24.0% | -2.8% |
| YTD | -10.8% | -17.0% | +6.2% | -10.7% |
| 1Y | -2.0% | -26.7% | +24.7% | -2.6% |
| All | +8.1% | -76.9% | +85.0% | -1.0% |
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