-6.4%
ALB vs PLTD
-77.5%
+71.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.2% | -3.6% | -1.0% |
| 7D | -5.8% | -4.8% | -1.0% | -6.5% |
| 30D | -4.5% | +16.9% | -21.4% | -1.5% |
| 3M | -28.1% | +2.6% | -30.7% | -27.4% |
| 6M | -53.2% | -36.2% | -16.9% | -56.1% |
| YTD | -33.3% | -19.4% | -13.9% | -33.2% |
| 1Y | -17.4% | -22.5% | +5.1% | -17.7% |
| All | -6.4% | -77.5% | +71.1% | -24.2% |
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