-12.6%
AUR vs PLTD
-76.9%
+64.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.3% |
| 7D | +1.4% | +4.2% | -2.8% | +3.3% |
| 30D | -6.4% | +0.7% | -7.2% | -5.7% |
| 3M | +7.7% | -32.4% | +40.1% | -5.6% |
| 6M | +44.5% | -26.2% | +70.7% | +36.2% |
| YTD | +67.4% | -17.0% | +84.5% | +70.0% |
| 1Y | +15.4% | -26.7% | +42.1% | +13.3% |
| All | -12.6% | -76.9% | +64.2% | -38.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling