+57.7%
DE vs PLTD
-77.2%
+134.9%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.5% |
| 7D | -3.0% | -0.9% | -2.1% | -3.0% |
| 30D | +11.1% | +1.3% | +9.8% | +11.2% |
| 3M | +17.6% | -32.9% | +50.5% | +15.9% |
| 6M | +13.6% | -24.9% | +38.5% | +13.1% |
| YTD | +46.3% | -18.2% | +64.5% | +47.3% |
| 1Y | +44.2% | -28.7% | +72.9% | +43.1% |
| All | +57.7% | -77.2% | +134.9% | +37.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling