-21.6%
CG vs PLTD
-76.4%
+54.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | -1.4% |
| 7D | -1.2% | +13.7% | -14.9% | +1.9% |
| 30D | +5.0% | +18.4% | -13.4% | +9.6% |
| 3M | -18.2% | -7.5% | -10.7% | -18.9% |
| 6M | -20.7% | -31.3% | +10.6% | -24.9% |
| YTD | -31.4% | -15.4% | -16.0% | -30.4% |
| 1Y | -22.3% | -18.4% | -3.8% | -21.5% |
| All | -21.6% | -76.4% | +54.8% | -40.6% |
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