+61.0%
CAT vs PLTD
-77.7%
+138.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -5.5% | +12.7% | +6.5% |
| 7D | -2.4% | +4.2% | -6.6% | -1.7% |
| 30D | -25.0% | +20.8% | -45.8% | -23.1% |
| 3M | -28.7% | -2.6% | -26.2% | -28.5% |
| 6M | -33.0% | -33.1% | +0.1% | -34.9% |
| YTD | +5.4% | -20.0% | +25.5% | +6.3% |
| 1Y | +7.3% | -21.6% | +28.9% | +8.3% |
| All | +61.0% | -77.7% | +138.7% | +36.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling