+29.2%
ALB vs PLTD
-77.3%
+106.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.3% | +0.3% | +3.0% |
| 7D | -4.4% | +4.5% | -8.9% | -3.5% |
| 30D | -1.2% | -0.7% | -0.4% | -1.1% |
| 3M | -13.3% | -31.0% | +17.7% | -17.7% |
| 6M | -19.8% | -24.8% | +5.1% | -21.6% |
| YTD | -7.9% | -18.6% | +10.6% | -7.8% |
| 1Y | +60.2% | -31.8% | +92.0% | +56.6% |
| All | +29.2% | -77.3% | +106.5% | +4.6% |
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