+101.1%
C vs PLTD
-77.8%
+179.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -5.0% | +0.4% |
| 7D | +3.6% | +5.9% | -2.3% | +4.7% |
| 30D | +0.1% | -11.6% | +11.7% | -1.7% |
| 3M | +2.4% | -29.9% | +32.4% | -1.6% |
| 6M | +24.9% | -28.5% | +53.5% | +21.2% |
| YTD | +19.8% | -20.4% | +40.2% | +19.3% |
| 1Y | +44.9% | -33.3% | +78.1% | +40.1% |
| All | +101.1% | -77.8% | +179.0% | +65.3% |
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