+13.9%
ELV vs PLTD
-76.7%
+90.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.3% | +3.1% | +5.3% |
| 7D | +0.9% | +9.9% | -9.0% | +0.5% |
| 30D | +7.2% | +3.8% | +3.4% | +7.0% |
| 3M | +3.4% | -32.3% | +35.7% | +4.3% |
| 6M | +48.6% | -25.9% | +74.5% | +49.0% |
| YTD | +20.6% | -16.4% | +37.0% | +20.2% |
| 1Y | +38.5% | -25.2% | +63.6% | +38.3% |
| All | +13.9% | -76.7% | +90.6% | +17.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling