+35.6%
ELV vs PLTD
-25.5%
+61.1%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.3% | +0.5% |
| 7D | +3.2% | +4.2% | -1.0% | +3.1% |
| 30D | +5.4% | +0.7% | +4.6% | +5.3% |
| 3M | +5.4% | -32.4% | +37.7% | +5.7% |
| 6M | +45.7% | -26.2% | +71.9% | +45.1% |
| YTD | +21.2% | -17.0% | +38.2% | +20.2% |
| 1Y | +35.6% | -26.7% | +62.3% | +34.6% |
| All | +35.6% | -25.5% | +61.1% | +34.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling