+44.6%
AU vs PLTD
-16.1%
+60.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +2.4% | +5.6% | +8.5% |
| 7D | +0.8% | +14.4% | -13.7% | +3.6% |
| 30D | -7.0% | +8.6% | -15.6% | -5.0% |
| 3M | +8.5% | -9.2% | +17.8% | +7.4% |
| 6M | -1.3% | -29.5% | +28.2% | -4.0% |
| YTD | +6.8% | -20.2% | +27.0% | +10.0% |
| 1Y | +44.6% | -16.5% | +61.1% | +52.7% |
| All | +44.6% | -16.1% | +60.7% | +52.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling