-16.7%
DOW vs PLTD
-77.7%
+61.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.5% | +4.1% | -1.9% |
| 7D | -9.4% | +4.2% | -13.7% | -9.0% |
| 30D | +8.9% | +20.8% | -11.9% | +11.0% |
| 3M | +6.7% | -2.6% | +9.3% | +6.6% |
| 6M | -14.2% | -33.1% | +18.9% | -16.9% |
| YTD | +36.9% | -20.0% | +57.0% | +37.1% |
| 1Y | +45.8% | -21.6% | +67.4% | +45.7% |
| All | -16.7% | -77.7% | +61.1% | -30.5% |
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