+18.5%
D vs PLTD
-33.8%
+52.3%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.6% | -5.1% | -0.6% |
| 7D | +1.5% | +5.9% | -4.5% | +1.2% |
| 30D | -2.6% | -11.6% | +9.0% | -2.2% |
| 3M | 0.0% | -29.9% | +29.9% | +0.9% |
| 6M | +7.4% | -28.5% | +35.9% | +7.8% |
| YTD | +15.9% | -20.4% | +36.3% | +14.5% |
| All | +18.5% | -33.8% | +52.3% | +15.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling