+26.2%
EXC vs PLTD
-77.8%
+104.0%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.6% | -5.7% | -1.2% |
| 7D | +0.3% | +5.9% | -5.6% | 0.0% |
| 30D | -3.7% | -11.6% | +7.9% | -3.4% |
| 3M | -1.3% | -29.9% | +28.7% | -0.5% |
| 6M | -9.7% | -28.5% | +18.8% | -9.2% |
| YTD | +2.9% | -20.4% | +23.3% | +3.1% |
| 1Y | +4.4% | -33.3% | +37.7% | +5.1% |
| All | +26.2% | -77.8% | +104.0% | +30.1% |
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