+79.1%
C vs PLTD
-77.7%
+156.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -5.5% | +7.9% | +1.6% |
| 7D | -0.9% | +4.2% | -5.2% | -0.1% |
| 30D | -5.4% | +20.8% | -26.2% | -2.3% |
| 3M | -9.2% | -2.6% | -6.6% | -9.1% |
| 6M | -1.8% | -33.1% | +31.3% | -6.0% |
| YTD | +6.7% | -20.0% | +26.7% | +6.7% |
| 1Y | +23.5% | -21.6% | +45.2% | +23.6% |
| All | +79.1% | -77.7% | +156.8% | +47.8% |
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 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