+10.6%
CI vs PLTD
-78.1%
+88.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.4% | -0.5% |
| 7D | -1.3% | -1.6% | +0.3% | -1.3% |
| 30D | +6.4% | +18.5% | -12.1% | +5.7% |
| 3M | +10.7% | -2.4% | +13.1% | +10.6% |
| 6M | +5.5% | -34.6% | +40.1% | +6.6% |
| YTD | +11.4% | -21.4% | +32.8% | +11.8% |
| 1Y | +15.0% | -16.8% | +31.8% | +15.3% |
| All | +10.6% | -78.1% | +88.7% | +14.1% |
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