-20.4%
DOW vs PLTD
-77.3%
+56.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.3% | -1.9% | +0.7% |
| 7D | -2.9% | +4.5% | -7.5% | -2.4% |
| 30D | +2.0% | -0.7% | +2.7% | +2.0% |
| 3M | -12.5% | -31.0% | +18.5% | -15.2% |
| 6M | -9.2% | -24.8% | +15.6% | -10.4% |
| YTD | +30.8% | -18.6% | +49.3% | +31.2% |
| 1Y | +29.4% | -31.8% | +61.2% | +26.5% |
| All | -20.4% | -77.3% | +56.9% | -33.5% |
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