+1.4%
APD vs PLTD
-77.8%
+79.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.6% | -5.6% | -0.8% |
| 7D | -2.2% | +5.9% | -8.1% | -1.9% |
| 30D | +2.1% | -11.6% | +13.7% | +1.6% |
| 3M | +7.2% | -29.9% | +37.1% | +6.0% |
| 6M | +11.2% | -28.5% | +39.8% | +10.3% |
| YTD | +24.4% | -20.4% | +44.8% | +24.8% |
| 1Y | +6.7% | -33.3% | +39.9% | +4.8% |
| All | +1.4% | -77.8% | +79.2% | -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 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