-7.2%
CG vs PLTD
-77.8%
+70.6%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.6% | -6.3% | -0.6% |
| 7D | -4.3% | +5.9% | -10.2% | -2.9% |
| 30D | -5.1% | -11.6% | +6.5% | -7.2% |
| 3M | +8.7% | -29.9% | +38.6% | +2.8% |
| 6M | -9.2% | -28.5% | +19.3% | -12.8% |
| YTD | -18.9% | -20.4% | +1.5% | -19.2% |
| 1Y | -25.6% | -33.3% | +7.6% | -29.2% |
| All | -7.2% | -77.8% | +70.6% | -31.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling