+35.5%
ED vs PLTD
-77.7%
+113.2%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.5% | +5.4% | +0.2% |
| 7D | -0.1% | +4.2% | -4.3% | -0.4% |
| 30D | +11.6% | +20.8% | -9.3% | +10.1% |
| 3M | +10.5% | -2.6% | +13.1% | +10.5% |
| 6M | +13.2% | -33.1% | +46.3% | +15.1% |
| YTD | +22.1% | -20.0% | +42.2% | +22.2% |
| 1Y | +24.2% | -21.6% | +45.8% | +24.2% |
| All | +35.5% | -77.7% | +113.2% | +40.8% |
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 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