+57.9%
ETR vs PLTD
-77.7%
+135.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.5% | +6.6% | +0.9% |
| 7D | +1.7% | +4.2% | -2.5% | +1.9% |
| 30D | +8.7% | +20.8% | -12.1% | +9.6% |
| 3M | +4.9% | -2.6% | +7.5% | +4.9% |
| 6M | +0.8% | -33.1% | +33.9% | -0.5% |
| YTD | +23.1% | -20.0% | +43.2% | +23.9% |
| 1Y | +17.9% | -21.6% | +39.5% | +18.6% |
| All | +57.9% | -77.7% | +135.6% | +42.8% |
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