+21.6%
EQT vs PLTD
-77.2%
+98.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -0.9% |
| 7D | -2.0% | -0.9% | -1.1% | -2.1% |
| 30D | +1.0% | +1.3% | -0.3% | +1.2% |
| 3M | +4.0% | -32.9% | +36.9% | +0.8% |
| 6M | -11.7% | -24.9% | +13.2% | -12.4% |
| YTD | +2.8% | -18.2% | +21.1% | +3.8% |
| 1Y | +10.0% | -28.7% | +38.7% | +9.0% |
| All | +21.6% | -77.2% | +98.8% | +4.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling