+338.9%
AU vs PLTD
-76.7%
+415.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.3% | -6.5% | -4.0% |
| 7D | -7.0% | +9.9% | -16.9% | -5.6% |
| 30D | +7.3% | +3.8% | +3.5% | +8.1% |
| 3M | +33.2% | -32.3% | +65.5% | +28.2% |
| 6M | -0.6% | -25.9% | +25.2% | -2.4% |
| YTD | +26.2% | -16.4% | +42.6% | +26.2% |
| 1Y | +68.3% | -25.2% | +93.4% | +67.3% |
| All | +338.9% | -76.7% | +415.6% | +308.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling