+11.7%
COST vs PLTD
-78.0%
+89.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.4% |
| 7D | +2.5% | -9.8% | +12.2% | +2.1% |
| 30D | +14.6% | +18.9% | -4.3% | +15.4% |
| 3M | +15.2% | -4.2% | +19.4% | +15.0% |
| 6M | +7.2% | -34.8% | +42.0% | +5.5% |
| YTD | +27.4% | -21.1% | +48.5% | +27.8% |
| 1Y | +20.2% | -19.3% | +39.5% | +21.0% |
| All | +11.7% | -78.0% | +89.8% | -0.3% |
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