+46.0%
CART vs PLTD
-18.9%
+64.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.2% | -1.5% | +0.9% |
| 7D | +1.3% | -4.8% | +6.1% | +0.7% |
| 30D | +19.2% | +16.9% | +2.3% | +21.8% |
| 3M | +17.6% | +2.6% | +14.9% | +18.5% |
| 6M | +47.4% | -36.2% | +83.6% | +43.9% |
| YTD | +30.9% | -19.4% | +50.3% | +33.5% |
| 1Y | +46.0% | -22.5% | +68.5% | +49.2% |
| All | +46.0% | -18.9% | +64.9% | +49.2% |
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