+36.6%
D vs PLTD
-78.1%
+114.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.5% | -0.4% |
| 7D | -2.4% | -1.6% | -0.9% | -2.4% |
| 30D | +9.0% | +18.5% | -9.5% | +8.5% |
| 3M | +1.0% | -2.4% | +3.4% | +0.9% |
| 6M | +11.0% | -34.6% | +45.6% | +11.6% |
| YTD | +19.8% | -21.4% | +41.2% | +19.8% |
| 1Y | +16.0% | -16.8% | +32.7% | +15.9% |
| All | +36.6% | -78.1% | +114.7% | +37.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling