+14.9%
CART vs PLTD
-33.9%
+48.8%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.6% | -5.9% | -0.7% |
| 7D | +1.0% | +5.9% | -4.9% | +1.9% |
| 30D | +12.6% | -11.6% | +24.2% | +11.1% |
| 3M | +23.1% | -29.9% | +53.1% | +20.4% |
| 6M | +39.5% | -28.5% | +68.1% | +38.4% |
| YTD | +13.5% | -20.4% | +33.9% | +14.6% |
| 1Y | +14.9% | -33.3% | +48.1% | +16.7% |
| All | +14.9% | -33.9% | +48.8% | +16.7% |
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 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