+127.3%
B vs PLTD
-77.5%
+204.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -2.8% | -0.4% |
| 7D | -7.3% | -4.8% | -2.6% | -7.9% |
| 30D | -3.3% | +16.9% | -20.2% | -1.1% |
| 3M | -7.8% | +2.6% | -10.4% | -6.9% |
| 6M | -15.5% | -36.2% | +20.7% | -18.8% |
| YTD | -12.3% | -19.4% | +7.2% | -12.5% |
| 1Y | +5.4% | -22.5% | +27.9% | +4.7% |
| All | +127.3% | -77.5% | +204.8% | +104.1% |
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