+122.1%
AMAT vs PLTD
-77.5%
+199.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.2% | -4.9% | -2.3% |
| 7D | +11.4% | -4.8% | +16.1% | +10.4% |
| 30D | -17.0% | +16.9% | -33.9% | -13.6% |
| 3M | -30.6% | +2.6% | -33.2% | -29.3% |
| 6M | -14.9% | -36.2% | +21.3% | -19.6% |
| YTD | +44.7% | -19.4% | +64.1% | +47.6% |
| 1Y | +66.9% | -22.5% | +89.4% | +69.3% |
| All | +122.1% | -77.5% | +199.7% | +74.3% |
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