+38.1%
EW vs PLTD
-76.4%
+114.5%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.2% | +4.5% | +1.0% |
| 7D | +11.0% | +13.7% | -2.7% | +12.3% |
| 30D | +19.1% | +18.4% | +0.6% | +21.0% |
| 3M | +14.4% | -7.5% | +21.8% | +13.8% |
| 6M | +22.8% | -31.3% | +54.1% | +19.9% |
| YTD | +19.8% | -15.4% | +35.2% | +20.2% |
| 1Y | +23.9% | -18.4% | +42.3% | +24.0% |
| All | +38.1% | -76.4% | +114.5% | +21.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling