+15.6%
AS vs PLTD
-78.1%
+93.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.7% | -2.5% | -4.6% |
| 7D | -3.0% | -1.6% | -1.5% | -3.2% |
| 30D | +9.6% | +18.5% | -8.9% | +13.7% |
| 3M | -8.2% | -2.4% | -5.8% | -8.2% |
| 6M | -9.9% | -34.6% | +24.7% | -15.5% |
| YTD | -16.8% | -21.4% | +4.6% | -16.9% |
| 1Y | +3.0% | -16.8% | +19.7% | +5.0% |
| All | +15.6% | -78.1% | +93.7% | -13.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling