+72.9%
BEN vs PLTD
-77.3%
+150.2%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.3% | -2.5% | 0.0% |
| 7D | +4.7% | +4.5% | +0.1% | +5.3% |
| 30D | +2.6% | -0.7% | +3.4% | +2.6% |
| 3M | +11.5% | -31.0% | +42.5% | +7.9% |
| 6M | +35.3% | -24.8% | +60.2% | +33.2% |
| YTD | +48.6% | -18.6% | +67.2% | +48.5% |
| 1Y | +46.7% | -31.8% | +78.5% | +43.0% |
| All | +72.9% | -77.3% | +150.2% | +40.7% |
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