+16.5%
AS vs PLTD
-75.6%
+92.2%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +9.5% | -11.8% | -0.4% |
| 7D | +7.1% | +25.1% | -17.9% | +12.2% |
| 30D | +12.8% | +21.0% | -8.2% | +17.5% |
| 3M | -14.7% | -2.9% | -11.8% | -14.8% |
| 6M | -9.9% | -27.8% | +17.8% | -13.9% |
| YTD | -16.1% | -12.6% | -3.5% | -14.5% |
| 1Y | +0.2% | -9.8% | +10.0% | +3.8% |
| All | +16.5% | -75.6% | +92.2% | -10.5% |
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