+8.7%
CI vs PLTD
-78.0%
+86.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.7% |
| 7D | -1.7% | -9.8% | +8.0% | -1.4% |
| 30D | +4.9% | +18.9% | -14.1% | +4.2% |
| 3M | +7.4% | -4.2% | +11.6% | +7.4% |
| 6M | +0.4% | -34.8% | +35.2% | +1.4% |
| YTD | +9.5% | -21.1% | +30.6% | +9.9% |
| 1Y | +12.0% | -19.3% | +31.2% | +12.3% |
| All | +8.7% | -78.0% | +86.7% | +12.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling