+105.3%
CAH vs PLTD
-76.7%
+182.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.3% | -3.9% | -1.6% |
| 7D | -5.1% | +9.9% | -15.0% | -4.9% |
| 30D | -1.8% | +3.8% | -5.6% | -1.7% |
| 3M | +9.4% | -32.3% | +41.7% | +8.8% |
| 6M | +9.2% | -25.9% | +35.1% | +9.1% |
| YTD | +15.7% | -16.4% | +32.1% | +16.3% |
| 1Y | +59.7% | -25.2% | +84.9% | +59.8% |
| All | +105.3% | -76.7% | +182.0% | +94.7% |
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 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