+18.0%
ARM vs PLTD
-76.4%
+94.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -3.2% | +7.9% | +3.4% |
| 7D | -15.2% | +13.7% | -29.0% | -10.0% |
| 30D | -40.7% | +18.4% | -59.1% | -35.5% |
| 3M | -39.1% | -7.5% | -31.6% | -39.3% |
| 6M | -26.4% | -31.3% | +4.9% | -31.2% |
| YTD | +59.7% | -15.4% | +75.1% | +64.6% |
| 1Y | +10.3% | -18.4% | +28.8% | +13.2% |
| All | +18.0% | -76.4% | +94.4% | -26.3% |
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