+9.9%
AS vs PLTD
-77.8%
+87.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.6% | -1.1% | +4.5% |
| 7D | -4.9% | +5.9% | -10.8% | -3.6% |
| 30D | -19.6% | -11.6% | -8.0% | -21.4% |
| 3M | -14.4% | -29.9% | +15.6% | -18.8% |
| 6M | -20.1% | -28.5% | +8.4% | -23.1% |
| YTD | -20.9% | -20.4% | -0.5% | -21.0% |
| 1Y | -21.9% | -33.3% | +11.4% | -25.1% |
| All | +9.9% | -77.8% | +87.7% | -17.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling