+45.6%
DE vs PLTD
-25.5%
+71.1%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.3% | -2.1% | 0.0% |
| 7D | -2.4% | +9.9% | -12.3% | -2.9% |
| 30D | +9.7% | +3.8% | +5.9% | +9.4% |
| 3M | +21.4% | -32.3% | +53.7% | +23.2% |
| 6M | +15.0% | -25.9% | +40.9% | +15.6% |
| YTD | +46.4% | -16.4% | +62.8% | +46.4% |
| 1Y | +45.6% | -25.2% | +70.8% | +45.6% |
| All | +45.6% | -25.5% | +71.1% | +45.6% |
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