+38.3%
DD vs PLTD
-33.9%
+72.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.3% | +0.4% |
| 7D | -3.5% | +5.9% | -9.4% | -3.4% |
| 30D | -10.3% | -11.6% | +1.3% | -10.5% |
| 3M | -7.5% | -29.9% | +22.4% | -8.3% |
| 6M | -8.0% | -28.5% | +20.5% | -8.7% |
| YTD | +10.5% | -20.4% | +30.9% | +10.1% |
| 1Y | +38.3% | -33.3% | +71.5% | +34.7% |
| All | +38.3% | -33.9% | +72.2% | +34.7% |
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 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