+115.8%
EQX vs PLTD
-76.9%
+192.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.4% | +1.5% |
| 7D | -3.2% | +4.2% | -7.4% | -2.4% |
| 30D | +7.8% | +0.7% | +7.0% | +8.2% |
| 3M | +21.3% | -32.4% | +53.7% | +15.4% |
| 6M | -22.4% | -26.2% | +3.8% | -24.3% |
| YTD | -11.3% | -17.0% | +5.7% | -12.4% |
| 1Y | +13.5% | -26.7% | +40.2% | +11.3% |
| All | +115.8% | -76.9% | +192.7% | +99.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling