+16.6%
AMZN vs PLTD
-77.7%
+94.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -5.5% | +8.4% | +1.9% |
| 7D | +8.7% | +4.2% | +4.4% | +9.7% |
| 30D | +1.7% | +20.8% | -19.1% | +5.8% |
| 3M | -2.8% | -2.6% | -0.2% | -2.5% |
| 6M | -2.1% | -33.1% | +31.0% | -6.9% |
| YTD | +15.6% | -20.0% | +35.7% | +16.5% |
| 1Y | +9.2% | -21.6% | +30.9% | +10.1% |
| All | +16.6% | -77.7% | +94.3% | -9.5% |
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 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