+73.3%
BEN vs PLTD
-77.8%
+151.1%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.6% | -1.1% | +4.0% |
| 7D | +0.2% | +5.9% | -5.7% | +1.0% |
| 30D | -0.5% | -11.6% | +11.1% | -1.8% |
| 3M | +9.7% | -29.9% | +39.7% | +6.5% |
| 6M | +33.9% | -28.5% | +62.4% | +31.0% |
| YTD | +49.0% | -20.4% | +69.4% | +48.5% |
| 1Y | +42.1% | -33.3% | +75.4% | +38.3% |
| All | +73.3% | -77.8% | +151.1% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling