+38.7%
DD vs PLTD
-31.3%
+70.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.3% | -2.5% | -0.2% |
| 7D | -0.6% | +4.5% | -5.1% | -0.5% |
| 30D | -7.4% | -0.7% | -6.7% | -7.4% |
| 3M | -6.4% | -31.0% | +24.6% | -7.3% |
| 6M | -2.5% | -24.8% | +22.4% | -3.1% |
| YTD | +10.2% | -18.6% | +28.8% | +10.1% |
| All | +38.7% | -31.3% | +70.0% | +31.6% |
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