+9.3%
CAT vs PLTD
-18.9%
+28.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.2% | -3.0% | -0.7% |
| 7D | +7.4% | -4.8% | +12.2% | +7.1% |
| 30D | -19.7% | +16.9% | -36.5% | -19.1% |
| 3M | -29.6% | +2.6% | -32.2% | -29.2% |
| 6M | -33.2% | -36.2% | +3.0% | -33.5% |
| YTD | +5.7% | -19.4% | +25.1% | +9.3% |
| 1Y | +9.3% | -22.5% | +31.9% | +12.0% |
| All | +9.3% | -18.9% | +28.2% | +12.0% |
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