+59.7%
EAT vs PLTD
-77.7%
+137.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.5% | +4.0% | -2.0% |
| 7D | -3.9% | +4.2% | -8.2% | -3.5% |
| 30D | +5.0% | +20.8% | -15.9% | +7.0% |
| 3M | -9.6% | -2.6% | -7.1% | -9.7% |
| 6M | +46.8% | -33.1% | +79.8% | +42.5% |
| YTD | +41.8% | -20.0% | +61.9% | +42.7% |
| 1Y | +98.3% | -21.6% | +119.9% | +99.1% |
| All | +59.7% | -77.7% | +137.4% | +28.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling