+39.7%
EL vs PLTD
-76.4%
+116.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.2% | +5.4% | +2.0% |
| 7D | +0.8% | +13.7% | -13.0% | +1.9% |
| 30D | +16.5% | +18.4% | -1.9% | +18.3% |
| 3M | +29.2% | -7.5% | +36.6% | +28.9% |
| 6M | +27.9% | -31.3% | +59.2% | +25.8% |
| YTD | +6.2% | -15.4% | +21.6% | +6.2% |
| 1Y | +27.2% | -18.4% | +45.6% | +27.1% |
| All | +39.7% | -76.4% | +116.1% | +42.6% |
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