+276.9%
ASX vs PLTD
-77.5%
+354.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.2% | -4.2% | -1.5% |
| 7D | +12.4% | -4.8% | +17.2% | +11.4% |
| 30D | -19.8% | +16.9% | -36.7% | -16.3% |
| 3M | -10.3% | +2.6% | -12.9% | -8.1% |
| 6M | +1.2% | -36.2% | +37.5% | -3.2% |
| YTD | +123.0% | -19.4% | +142.4% | +128.2% |
| 1Y | +145.4% | -22.5% | +168.0% | +149.6% |
| All | +276.9% | -77.5% | +354.4% | +197.1% |
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