+160.2%
CRS vs PLTD
-77.3%
+237.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.3% | -5.8% | -3.0% |
| 7D | -3.1% | +4.5% | -7.6% | -2.0% |
| 30D | -19.6% | -0.7% | -18.9% | -19.5% |
| 3M | -8.1% | -31.0% | +23.0% | -13.1% |
| 6M | +18.6% | -24.8% | +43.4% | +15.4% |
| YTD | +45.9% | -18.6% | +64.4% | +46.6% |
| 1Y | +82.5% | -31.8% | +114.3% | +76.2% |
| All | +160.2% | -77.3% | +237.5% | +98.0% |
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 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