+11.9%
AU vs PLTD
-18.9%
+30.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.2% | -3.7% | -1.1% |
| 7D | -7.2% | -4.8% | -2.4% | -8.0% |
| 30D | -2.9% | +16.9% | -19.7% | +0.5% |
| 3M | -8.7% | +2.6% | -11.3% | -7.4% |
| 6M | -14.1% | -36.2% | +22.1% | -18.6% |
| YTD | +4.8% | -19.4% | +24.2% | +8.1% |
| 1Y | +11.9% | -22.5% | +34.4% | +13.3% |
| All | +11.9% | -18.9% | +30.8% | +13.3% |
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