+138.5%
FIX vs PLTD
-77.7%
+216.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -5.5% | +14.9% | +7.9% |
| 7D | -7.2% | +4.2% | -11.5% | -5.6% |
| 30D | -35.1% | +20.8% | -56.0% | -31.1% |
| 3M | -34.3% | -2.6% | -31.7% | -33.7% |
| 6M | -42.9% | -33.1% | -9.8% | -46.8% |
| YTD | +19.5% | -20.0% | +39.5% | +21.7% |
| 1Y | +16.8% | -21.6% | +38.4% | +19.7% |
| All | +138.5% | -77.7% | +216.2% | +64.4% |
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