+118.0%
FIX vs PLTD
-76.4%
+194.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -3.2% | +8.6% | +4.6% |
| 7D | -17.5% | +13.7% | -31.2% | -14.1% |
| 30D | -41.6% | +18.4% | -60.0% | -38.2% |
| 3M | -40.6% | -7.5% | -33.1% | -40.8% |
| 6M | -49.4% | -31.3% | -18.1% | -52.6% |
| YTD | +9.2% | -15.4% | +24.6% | +12.8% |
| 1Y | +6.5% | -18.4% | +24.9% | +10.0% |
| All | +118.0% | -76.4% | +194.4% | +52.4% |
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