+145.2%
B vs PLTD
-76.4%
+221.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.7% | +0.1% |
| 7D | +9.6% | +13.7% | -4.2% | +11.5% |
| 30D | +3.5% | +18.4% | -14.9% | +6.2% |
| 3M | -1.6% | -7.5% | +5.9% | -2.0% |
| 6M | -1.7% | -31.3% | +29.6% | -4.5% |
| YTD | -5.3% | -15.4% | +10.1% | -5.1% |
| 1Y | +27.2% | -18.4% | +45.6% | +27.3% |
| All | +145.2% | -76.4% | +221.6% | +121.5% |
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