+20.4%
EQT vs PLTD
-76.9%
+97.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.7% |
| 7D | -2.0% | +4.2% | -6.2% | -1.6% |
| 30D | 0.0% | +0.7% | -0.7% | +0.2% |
| 3M | +5.9% | -32.4% | +38.3% | +2.8% |
| 6M | -14.8% | -26.2% | +11.4% | -15.8% |
| YTD | +1.8% | -17.0% | +18.8% | +2.8% |
| 1Y | +7.4% | -26.7% | +34.0% | +6.8% |
| All | +20.4% | -76.9% | +97.2% | +3.6% |
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