+35.0%
ARM vs PLTD
-78.0%
+113.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.2% | -1.6% |
| 7D | +19.8% | -9.8% | +29.6% | +15.3% |
| 30D | -21.8% | +18.9% | -40.7% | -14.7% |
| 3M | -26.5% | -4.2% | -22.3% | -25.8% |
| 6M | -3.9% | -34.8% | +30.9% | -11.8% |
| YTD | +82.8% | -21.1% | +103.9% | +83.5% |
| 1Y | +34.3% | -19.3% | +53.6% | +37.4% |
| All | +35.0% | -78.0% | +113.0% | -17.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling