+2.7%
AMT vs PLTD
-76.4%
+79.1%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.2% | +0.5% | -2.6% |
| 7D | +0.5% | +13.7% | -13.2% | +0.4% |
| 30D | +13.6% | +18.4% | -4.8% | +13.4% |
| 3M | +11.5% | -7.5% | +18.9% | +11.5% |
| 6M | +6.9% | -31.3% | +38.2% | +7.2% |
| YTD | +10.8% | -15.4% | +26.2% | +10.3% |
| 1Y | +10.3% | -18.4% | +28.7% | +9.8% |
| All | +2.7% | -76.4% | +79.1% | +1.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling