+27.1%
EXC vs PLTD
-77.3%
+104.4%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.3% | -1.6% | +0.6% |
| 7D | +1.2% | +4.5% | -3.3% | +1.0% |
| 30D | -2.7% | -0.7% | -2.0% | -2.7% |
| 3M | -1.0% | -31.0% | +30.1% | -0.1% |
| 6M | -9.3% | -24.8% | +15.6% | -8.9% |
| YTD | +3.6% | -18.6% | +22.2% | +3.7% |
| 1Y | +5.9% | -31.8% | +37.7% | +6.6% |
| All | +27.1% | -77.3% | +104.4% | +30.9% |
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