+11.2%
AR vs PLTD
-18.5%
+29.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -5.3% | +9.6% | +4.2% |
| 7D | -5.8% | +2.8% | -8.5% | -5.8% |
| 30D | +4.8% | +21.1% | -16.3% | +4.7% |
| 3M | +1.5% | -0.7% | +2.2% | +1.4% |
| 6M | +4.7% | -33.0% | +37.7% | +5.3% |
| YTD | +9.2% | -19.9% | +29.1% | +10.6% |
| 1Y | +11.2% | -13.9% | +25.0% | +15.9% |
| All | +11.2% | -18.5% | +29.7% | +15.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling