-19.9%
CARR vs PLTD
-76.9%
+57.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.7% | +2.2% | +1.4% |
| 7D | -3.8% | +4.2% | -8.0% | -3.3% |
| 30D | -8.9% | +0.7% | -9.7% | -8.7% |
| 3M | -17.3% | -32.4% | +15.1% | -19.7% |
| 6M | -1.4% | -26.2% | +24.8% | -2.8% |
| YTD | +10.0% | -17.0% | +27.0% | +10.8% |
| 1Y | -6.4% | -26.7% | +20.3% | -7.0% |
| All | -19.9% | -76.9% | +57.0% | -34.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling