+598.3%
BE vs PLTD
-76.4%
+674.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -3.2% | +6.6% | +2.2% |
| 7D | -14.7% | +13.7% | -28.5% | -9.9% |
| 30D | -40.5% | +18.4% | -59.0% | -35.6% |
| 3M | -24.3% | -7.5% | -16.9% | -24.7% |
| 6M | -39.3% | -31.3% | -8.0% | -44.4% |
| YTD | +99.4% | -15.4% | +114.8% | +106.0% |
| 1Y | +26.6% | -18.4% | +45.0% | +32.5% |
| All | +598.3% | -76.4% | +674.7% | +429.8% |
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 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