+3.2%
AMT vs PLTD
-78.0%
+81.3%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.2% |
| 7D | -2.2% | -9.8% | +7.6% | -2.1% |
| 30D | +5.8% | +18.9% | -13.2% | +5.6% |
| 3M | +12.6% | -4.2% | +16.8% | +12.6% |
| 6M | +8.3% | -34.8% | +43.1% | +8.6% |
| YTD | +11.4% | -21.1% | +32.5% | +11.0% |
| 1Y | +7.7% | -19.3% | +27.0% | +7.1% |
| All | +3.2% | -78.0% | +81.3% | +1.7% |
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