-29.9%
CRM vs PLTD
-76.9%
+46.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.7% | +1.8% |
| 7D | -4.4% | +4.2% | -8.7% | -3.4% |
| 30D | +28.1% | +0.7% | +27.4% | +29.2% |
| 3M | +48.8% | -32.4% | +81.2% | +40.4% |
| 6M | +28.3% | -26.2% | +54.5% | +25.1% |
| YTD | -6.0% | -17.0% | +11.0% | -5.7% |
| 1Y | +1.4% | -26.7% | +28.1% | +0.3% |
| All | -29.9% | -76.9% | +46.9% | -43.7% |
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