+4.7%
APD vs PLTD
-77.7%
+82.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -5.5% | +7.5% | +1.8% |
| 7D | -1.6% | +4.2% | -5.8% | -1.4% |
| 30D | +10.6% | +20.8% | -10.2% | +11.5% |
| 3M | +2.5% | -2.6% | +5.1% | +2.5% |
| 6M | +6.0% | -33.1% | +39.0% | +4.6% |
| YTD | +28.4% | -20.0% | +48.5% | +28.9% |
| 1Y | +22.2% | -21.6% | +43.8% | +22.5% |
| All | +4.7% | -77.7% | +82.4% | -6.6% |
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