+112.3%
EQX vs PLTD
-76.7%
+189.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +2.3% | -7.3% | -4.7% |
| 7D | -7.0% | +9.9% | -16.9% | -5.4% |
| 30D | +4.8% | +3.8% | +1.0% | +5.8% |
| 3M | +25.6% | -32.3% | +57.9% | +19.6% |
| 6M | -25.8% | -25.9% | 0.0% | -27.6% |
| YTD | -12.7% | -16.4% | +3.7% | -13.7% |
| 1Y | +14.1% | -25.2% | +39.2% | +12.1% |
| All | +112.3% | -76.7% | +189.0% | +96.3% |
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