+32.7%
DD vs PLTD
-77.3%
+110.0%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.3% | -2.5% | 0.0% |
| 7D | -0.6% | +4.5% | -5.1% | -0.1% |
| 30D | -7.4% | -0.7% | -6.7% | -7.4% |
| 3M | -6.4% | -31.0% | +24.6% | -9.2% |
| 6M | -2.5% | -24.8% | +22.4% | -3.9% |
| YTD | +10.2% | -18.6% | +28.8% | +10.5% |
| 1Y | +36.9% | -31.8% | +68.7% | +33.3% |
| All | +32.7% | -77.3% | +110.0% | +9.8% |
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