+58.5%
DD vs PLTD
-77.7%
+136.2%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.1% |
| 7D | +2.2% | +2.8% | -0.6% | +2.6% |
| 30D | +20.7% | +21.1% | -0.4% | +23.2% |
| 3M | +11.3% | -0.7% | +12.0% | +11.6% |
| 6M | +6.0% | -33.0% | +38.9% | +2.8% |
| YTD | +31.7% | -19.9% | +51.6% | +32.0% |
| 1Y | +32.2% | -13.9% | +46.1% | +34.4% |
| All | +58.5% | -77.7% | +136.2% | +31.2% |
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