+9.7%
AMZN vs PLTD
-33.9%
+43.6%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.6% | -4.8% | +0.5% |
| 7D | -3.0% | +5.9% | -8.9% | -2.1% |
| 30D | -5.2% | -11.6% | +6.4% | -6.5% |
| 3M | +1.9% | -29.9% | +31.8% | -1.3% |
| 6M | +19.2% | -28.5% | +47.8% | +17.3% |
| YTD | +12.0% | -20.4% | +32.4% | +15.8% |
| 1Y | +9.7% | -33.3% | +43.0% | +15.1% |
| All | +9.7% | -33.9% | +43.6% | +15.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling