+141.7%
FIX vs PLTD
-78.0%
+219.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.4% | -3.3% | -2.8% |
| 7D | +16.9% | -9.8% | +26.7% | +13.9% |
| 30D | -30.6% | +18.9% | -49.6% | -26.6% |
| 3M | -35.1% | -4.2% | -30.9% | -34.8% |
| 6M | -44.0% | -34.8% | -9.2% | -48.2% |
| YTD | +21.0% | -21.1% | +42.2% | +22.8% |
| 1Y | +16.2% | -19.3% | +35.4% | +20.4% |
| All | +141.7% | -78.0% | +219.7% | +66.0% |
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