+51.5%
ETR vs PLTD
-77.8%
+129.3%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.6% | -5.1% | -0.3% |
| 7D | +1.4% | +5.9% | -4.5% | +1.7% |
| 30D | +1.0% | -11.6% | +12.6% | +0.5% |
| 3M | -1.3% | -29.9% | +28.7% | -2.2% |
| 6M | +1.9% | -28.5% | +30.4% | +1.2% |
| YTD | +18.2% | -20.4% | +38.6% | +18.9% |
| 1Y | +24.7% | -33.3% | +57.9% | +23.7% |
| All | +51.5% | -77.8% | +129.3% | +37.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling