+14.3%
ELV vs PLTD
-77.7%
+92.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.5% | +3.8% | -1.5% |
| 7D | +1.1% | +4.2% | -3.1% | +1.0% |
| 30D | +1.3% | +20.8% | -19.5% | +0.7% |
| 3M | +6.6% | -2.6% | +9.1% | +6.6% |
| 6M | +11.6% | -33.1% | +44.6% | +12.5% |
| YTD | +21.1% | -20.0% | +41.1% | +20.8% |
| 1Y | +34.2% | -21.6% | +55.9% | +33.8% |
| All | +14.3% | -77.7% | +92.0% | +18.1% |
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