+360.5%
BE vs PLTD
-33.9%
+394.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +4.6% | +2.7% | +8.7% |
| 7D | +20.0% | +5.9% | +14.0% | +22.1% |
| 30D | +7.9% | -11.6% | +19.5% | +3.8% |
| 3M | -13.2% | -29.9% | +16.7% | -19.2% |
| 6M | +53.5% | -28.5% | +82.0% | +45.9% |
| YTD | +191.0% | -20.4% | +211.4% | +210.2% |
| 1Y | +360.5% | -33.3% | +393.8% | +427.8% |
| All | +360.5% | -33.9% | +394.4% | +427.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling