+21.7%
AR vs PLTD
-32.3%
+54.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.3% | -3.2% | -0.8% |
| 7D | -1.8% | +4.5% | -6.4% | -1.7% |
| 30D | +12.6% | -0.7% | +13.3% | +12.6% |
| 3M | +10.0% | -31.0% | +41.1% | +9.5% |
| 6M | +0.6% | -24.8% | +25.5% | +2.0% |
| YTD | +13.4% | -18.6% | +32.0% | +16.6% |
| 1Y | +21.7% | -31.8% | +53.5% | +24.4% |
| All | +21.7% | -32.3% | +54.0% | +24.4% |
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