+28.0%
EMR vs PLTD
-16.7%
+44.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | 0.0% |
| 7D | +2.7% | -9.8% | +12.4% | +1.7% |
| 30D | +2.1% | +18.9% | -16.8% | +3.7% |
| 3M | +2.3% | -4.2% | +6.5% | +2.4% |
| 6M | +22.5% | -34.8% | +57.3% | +20.6% |
| YTD | +27.2% | -21.1% | +48.3% | +28.7% |
| 1Y | +28.0% | -19.3% | +47.3% | +31.4% |
| All | +28.0% | -16.7% | +44.7% | +31.4% |
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