+33.1%
F vs PLTD
-76.4%
+109.5%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | -0.9% |
| 7D | +1.6% | +13.7% | -12.2% | +2.2% |
| 30D | +2.6% | +18.4% | -15.8% | +3.6% |
| 3M | -8.8% | -7.5% | -1.3% | -9.1% |
| 6M | +4.6% | -31.3% | +35.9% | +3.4% |
| YTD | -1.9% | -15.4% | +13.5% | -1.0% |
| 1Y | -0.8% | -18.4% | +17.7% | 0.0% |
| All | +33.1% | -76.4% | +109.5% | +17.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling