+358.6%
AU vs PLTD
-77.2%
+435.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.3% | +0.7% |
| 7D | +0.6% | -0.9% | +1.6% | +0.6% |
| 30D | +12.3% | +1.3% | +11.0% | +12.8% |
| 3M | +29.4% | -32.9% | +62.2% | +24.4% |
| 6M | +3.2% | -24.9% | +28.1% | +1.6% |
| YTD | +31.8% | -18.2% | +50.1% | +31.4% |
| 1Y | +83.4% | -28.7% | +112.1% | +81.4% |
| All | +358.6% | -77.2% | +435.8% | +325.1% |
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 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