-10.1%
DIS vs PLTD
-33.9%
+23.8%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.6% | -6.4% | -1.6% |
| 7D | -2.6% | +5.9% | -8.5% | -2.4% |
| 30D | +3.5% | -11.6% | +15.1% | +3.1% |
| 3M | +6.8% | -29.9% | +36.8% | +5.6% |
| 6M | +3.0% | -28.5% | +31.5% | +2.1% |
| YTD | -6.7% | -20.4% | +13.7% | -6.8% |
| 1Y | -10.1% | -33.3% | +23.2% | -6.7% |
| All | -10.1% | -33.9% | +23.8% | -6.7% |
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