-20.9%
DOW vs PLTD
-77.2%
+56.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.5% |
| 7D | -6.0% | -0.9% | -5.1% | -6.1% |
| 30D | -2.7% | +1.3% | -4.1% | -2.5% |
| 3M | -10.5% | -32.9% | +22.4% | -13.5% |
| 6M | -12.4% | -24.9% | +12.4% | -13.6% |
| YTD | +30.0% | -18.2% | +48.3% | +30.5% |
| 1Y | +27.8% | -28.7% | +56.5% | +25.9% |
| All | -20.9% | -77.2% | +56.4% | -33.8% |
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