+91.4%
AMAT vs PLTD
-75.6%
+167.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | +9.5% | -23.1% | -11.6% |
| 7D | -24.3% | +25.1% | -49.3% | -20.3% |
| 30D | -39.8% | +21.0% | -60.8% | -36.8% |
| 3M | -40.2% | -2.9% | -37.2% | -39.6% |
| 6M | -22.1% | -27.8% | +5.7% | -24.5% |
| YTD | +24.7% | -12.6% | +37.3% | +29.2% |
| 1Y | +33.3% | -9.8% | +43.1% | +40.5% |
| All | +91.4% | -75.6% | +167.0% | +52.5% |
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