+80.8%
BEN vs PLTD
-77.7%
+158.6%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -5.5% | +11.8% | +5.7% |
| 7D | +12.2% | +4.2% | +8.0% | +12.9% |
| 30D | +12.1% | +20.8% | -8.7% | +14.8% |
| 3M | +7.3% | -2.6% | +9.9% | +7.4% |
| 6M | +17.9% | -33.1% | +51.0% | +14.2% |
| YTD | +55.4% | -20.0% | +75.5% | +55.4% |
| 1Y | +69.3% | -21.6% | +91.0% | +69.3% |
| All | +80.8% | -77.7% | +158.6% | +47.3% |
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