+169.7%
CRS vs PLTD
-77.8%
+247.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -3.0% | +2.7% |
| 7D | -0.2% | +5.9% | -6.2% | +1.1% |
| 30D | -16.6% | -11.6% | -5.0% | -18.4% |
| 3M | -3.5% | -29.9% | +26.5% | -8.3% |
| 6M | +15.4% | -28.5% | +44.0% | +11.0% |
| YTD | +51.2% | -20.4% | +71.6% | +51.2% |
| 1Y | +98.3% | -33.3% | +131.6% | +90.6% |
| All | +169.7% | -77.8% | +247.5% | +104.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling