-14.7%
AMRZ vs PLTD
-42.4%
+27.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.6% | -5.1% | -0.3% |
| 7D | -1.9% | +5.9% | -7.8% | -1.8% |
| 30D | -16.9% | -11.6% | -5.3% | -17.0% |
| 3M | -19.2% | -29.9% | +10.7% | -19.5% |
| 6M | -29.3% | -28.5% | -0.7% | -29.4% |
| YTD | -18.0% | -20.4% | +2.4% | -17.7% |
| 1Y | -15.1% | -33.3% | +18.2% | -14.4% |
| All | -14.7% | -42.4% | +27.7% | -15.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling