+985.4%
BE vs PLTD
-77.2%
+1,062.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.4% | -3.2% | -2.7% |
| 7D | +23.9% | -0.9% | +24.9% | +23.7% |
| 30D | +27.8% | +1.3% | +26.5% | +28.5% |
| 3M | +3.7% | -32.9% | +36.6% | -7.8% |
| 6M | +78.0% | -24.9% | +102.8% | +68.2% |
| YTD | +209.9% | -18.2% | +228.2% | +209.3% |
| 1Y | +389.6% | -28.7% | +418.3% | +386.9% |
| All | +985.4% | -77.2% | +1,062.6% | +695.1% |
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