-7.4%
EXE vs PLTD
-77.7%
+70.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.1% | +2.3% |
| 7D | -2.2% | +2.8% | -5.0% | -2.0% |
| 30D | -0.3% | +21.1% | -21.4% | +0.9% |
| 3M | -9.3% | -0.7% | -8.6% | -9.2% |
| 6M | -7.2% | -33.0% | +25.7% | -8.6% |
| YTD | -18.9% | -19.9% | +1.0% | -18.2% |
| 1Y | -21.7% | -13.9% | -7.8% | -20.3% |
| All | -7.4% | -77.7% | +70.3% | -15.0% |
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 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