-1.8%
CARR vs PLTD
-16.1%
+14.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.9% | +0.6% |
| 7D | -0.7% | +14.4% | -15.1% | -0.2% |
| 30D | +0.3% | +8.6% | -8.3% | +0.6% |
| 3M | -14.9% | -9.2% | -5.7% | -14.9% |
| 6M | -14.9% | -29.5% | +14.7% | -15.2% |
| YTD | +7.0% | -20.2% | +27.2% | +8.0% |
| 1Y | -1.8% | -16.5% | +14.8% | +0.3% |
| All | -1.8% | -16.1% | +14.4% | +0.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling