+22.3%
EQT vs PLTD
-76.7%
+99.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.3% | -1.7% | +0.8% |
| 7D | -1.2% | +9.9% | -11.1% | -0.3% |
| 30D | +1.1% | +3.8% | -2.7% | +1.5% |
| 3M | +4.8% | -32.3% | +37.1% | +1.6% |
| 6M | -10.6% | -25.9% | +15.3% | -11.6% |
| YTD | +3.4% | -16.4% | +19.8% | +4.6% |
| 1Y | +8.7% | -25.2% | +33.8% | +8.4% |
| All | +22.3% | -76.7% | +99.1% | +5.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling