+24.1%
APP vs PLTD
-78.1%
+102.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.5% | -2.2% |
| 7D | +48.9% | -1.6% | +50.5% | +46.7% |
| 30D | +49.4% | +18.5% | +31.0% | +64.7% |
| 3M | +27.0% | -2.4% | +29.4% | +25.7% |
| 6M | -15.4% | -34.6% | +19.2% | -29.9% |
| YTD | -39.9% | -21.4% | -18.5% | -39.7% |
| 1Y | -32.0% | -16.8% | -15.2% | -28.2% |
| All | +24.1% | -78.1% | +102.2% | -30.7% |
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