+30.6%
ENB vs PLTD
-77.3%
+107.9%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.5% | +0.8% |
| 7D | -0.5% | +4.5% | -5.0% | -0.5% |
| 30D | -0.2% | -0.7% | +0.5% | -0.2% |
| 3M | -7.5% | -31.0% | +23.5% | -7.4% |
| 6M | -4.1% | -24.8% | +20.7% | -3.7% |
| YTD | +9.8% | -18.6% | +28.4% | +10.6% |
| 1Y | +8.7% | -31.8% | +40.5% | +8.7% |
| All | +30.6% | -77.3% | +107.9% | +23.7% |
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