-5.4%
AMT vs PLTD
-77.3%
+71.9%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.3% | -2.4% | -0.1% |
| 7D | -0.2% | +4.5% | -4.7% | -0.2% |
| 30D | +1.8% | -0.7% | +2.6% | +1.8% |
| 3M | -6.2% | -31.0% | +24.9% | -6.0% |
| 6M | -5.0% | -24.8% | +19.8% | -5.2% |
| YTD | +2.1% | -18.6% | +20.6% | +1.6% |
| 1Y | -5.7% | -31.8% | +26.1% | -5.8% |
| All | -5.4% | -77.3% | +71.9% | -6.9% |
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