-37.0%
ETHA vs PLTD
-77.2%
+40.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.6% |
| 7D | +2.9% | -0.9% | +3.9% | +2.9% |
| 30D | +31.4% | +1.3% | +30.1% | +32.8% |
| 3M | +48.9% | -32.9% | +81.8% | +33.7% |
| 6M | +20.9% | -24.9% | +45.8% | +15.9% |
| YTD | -17.2% | -18.2% | +1.1% | -16.8% |
| 1Y | -42.8% | -28.7% | -14.1% | -43.6% |
| All | -37.0% | -77.2% | +40.3% | -53.9% |
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