+58.1%
ETR vs PLTD
-78.0%
+136.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | 0.0% |
| 7D | +1.5% | -9.8% | +11.2% | +1.1% |
| 30D | +6.6% | +18.9% | -12.3% | +7.4% |
| 3M | +4.4% | -4.2% | +8.7% | +4.3% |
| 6M | -0.3% | -34.8% | +34.6% | -1.7% |
| YTD | +23.3% | -21.1% | +44.4% | +24.0% |
| 1Y | +18.9% | -19.3% | +38.1% | +19.9% |
| All | +58.1% | -78.0% | +136.1% | +42.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling