+145.1%
CAH vs PLTD
-77.5%
+222.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.1% | +1.1% |
| 7D | +3.5% | -4.8% | +8.2% | +3.4% |
| 30D | +13.5% | +16.9% | -3.4% | +13.7% |
| 3M | +21.8% | +2.6% | +19.2% | +21.9% |
| 6M | +51.5% | -36.2% | +87.8% | +50.5% |
| YTD | +38.1% | -19.4% | +57.5% | +38.7% |
| 1Y | +37.7% | -22.5% | +60.2% | +38.2% |
| All | +145.1% | -77.5% | +222.6% | +132.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling