+264.3%
ASX vs PLTD
-77.7%
+342.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -5.5% | +14.1% | +7.4% |
| 7D | -12.3% | +4.2% | -16.5% | -10.9% |
| 30D | -26.0% | +20.8% | -46.8% | -22.3% |
| 3M | -8.1% | -2.6% | -5.5% | -6.8% |
| 6M | +1.4% | -33.1% | +34.5% | -2.1% |
| YTD | +115.6% | -20.0% | +135.6% | +120.1% |
| 1Y | +128.0% | -21.6% | +149.7% | +133.0% |
| All | +264.3% | -77.7% | +342.0% | +186.6% |
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