+19.9%
APP vs PLTD
-76.4%
+96.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -3.2% | +13.1% | +8.2% |
| 7D | +71.2% | +13.7% | +57.5% | +81.8% |
| 30D | +39.1% | +18.4% | +20.6% | +52.5% |
| 3M | +16.5% | -7.5% | +24.0% | +11.4% |
| 6M | -16.6% | -31.3% | +14.8% | -29.4% |
| YTD | -41.9% | -15.4% | -26.5% | -39.5% |
| 1Y | -37.0% | -18.4% | -18.6% | -34.5% |
| All | +19.9% | -76.4% | +96.3% | -30.5% |
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