+23.9%
ED vs PLTD
-77.3%
+101.2%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.4% | +0.8% |
| 7D | +0.5% | +4.5% | -4.0% | +0.2% |
| 30D | +1.1% | -0.7% | +1.8% | +1.1% |
| 3M | +4.6% | -31.0% | +35.7% | +6.4% |
| 6M | -2.0% | -24.8% | +22.9% | -1.2% |
| YTD | +11.7% | -18.6% | +30.3% | +11.8% |
| 1Y | +15.7% | -31.8% | +47.5% | +16.8% |
| All | +23.9% | -77.3% | +101.2% | +28.8% |
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