-23.1%
EXE vs PLTD
-18.9%
-4.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.3% | +0.8% |
| 7D | +5.3% | -4.8% | +10.1% | +5.4% |
| 30D | -2.2% | +16.9% | -19.1% | -2.5% |
| 3M | -5.9% | +2.6% | -8.5% | -6.0% |
| 6M | -5.7% | -36.2% | +30.5% | -4.6% |
| YTD | -17.8% | -19.4% | +1.6% | -17.4% |
| 1Y | -23.1% | -22.5% | -0.6% | -24.6% |
| All | -23.1% | -18.9% | -4.2% | -24.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling