+9.4%
ELV vs PLTD
-77.3%
+86.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.3% | -3.7% | -1.4% |
| 7D | -0.3% | +4.5% | -4.8% | -0.5% |
| 30D | +2.0% | -0.7% | +2.7% | +1.9% |
| 3M | -3.5% | -31.0% | +27.6% | -2.7% |
| 6M | +40.2% | -24.8% | +65.0% | +40.4% |
| YTD | +15.8% | -18.6% | +34.4% | +15.5% |
| 1Y | +33.2% | -31.8% | +65.0% | +33.5% |
| All | +9.4% | -77.3% | +86.7% | +13.0% |
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