-20.7%
DOW vs PLTD
-77.8%
+57.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.6% | -7.7% | -2.6% |
| 7D | -2.4% | +5.9% | -8.3% | -1.7% |
| 30D | +0.4% | -11.6% | +12.0% | -0.8% |
| 3M | -14.4% | -29.9% | +15.5% | -16.7% |
| 6M | -7.0% | -28.5% | +21.6% | -8.8% |
| YTD | +30.2% | -20.4% | +50.6% | +30.3% |
| 1Y | +29.2% | -33.3% | +62.5% | +26.0% |
| All | -20.7% | -77.8% | +57.1% | -33.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling