+12.5%
AWK vs PLTD
-77.3%
+89.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.3% | -2.5% | -0.4% |
| 7D | +2.2% | +4.5% | -2.4% | +1.8% |
| 30D | +4.4% | -0.7% | +5.2% | +4.4% |
| 3M | +15.4% | -31.0% | +46.4% | +17.4% |
| 6M | +3.5% | -24.8% | +28.3% | +4.2% |
| YTD | +9.8% | -18.6% | +28.4% | +9.6% |
| 1Y | +3.0% | -31.8% | +34.8% | +4.1% |
| All | +12.5% | -77.3% | +89.8% | +19.0% |
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