+28.9%
ALL vs PLTD
-16.9%
+45.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.7% | +5.1% | +3.4% |
| 7D | -2.6% | -1.6% | -1.0% | -2.5% |
| 30D | +12.7% | +18.5% | -5.7% | +11.5% |
| 3M | +0.4% | -2.4% | +2.8% | +0.2% |
| 6M | +23.8% | -34.6% | +58.4% | +24.9% |
| YTD | +27.8% | -21.4% | +49.2% | +27.1% |
| 1Y | +28.9% | -16.8% | +45.6% | +27.4% |
| All | +28.9% | -16.9% | +45.8% | +27.4% |
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