+36.5%
ALL vs PLTD
-77.7%
+114.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.5% | +5.1% | -0.4% |
| 7D | -3.9% | +4.2% | -8.1% | -3.9% |
| 30D | +10.6% | +20.8% | -10.2% | +10.7% |
| 3M | -4.6% | -2.6% | -2.0% | -4.6% |
| 6M | +20.2% | -33.1% | +53.3% | +19.7% |
| YTD | +23.7% | -20.0% | +43.7% | +24.3% |
| 1Y | +27.9% | -21.6% | +49.5% | +28.5% |
| All | +36.5% | -77.7% | +114.2% | +26.7% |
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 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