+37.2%
D vs PLTD
-77.7%
+114.9%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | +2.4% | +2.8% | -0.4% | +2.3% |
| 30D | +10.9% | +21.1% | -10.2% | +10.4% |
| 3M | +2.8% | -0.7% | +3.5% | +2.7% |
| 6M | +12.7% | -33.0% | +45.7% | +13.2% |
| YTD | +20.3% | -19.9% | +40.2% | +20.3% |
| 1Y | +17.1% | -13.9% | +31.0% | +16.9% |
| All | +37.2% | -77.7% | +114.9% | +38.2% |
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 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