+43.4%
GD vs PLTD
-78.0%
+121.4%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.1% |
| 7D | +1.9% | -9.8% | +11.6% | +1.2% |
| 30D | +9.2% | +18.9% | -9.7% | +10.6% |
| 3M | -7.5% | -4.2% | -3.2% | -7.6% |
| 6M | +5.8% | -34.8% | +40.6% | +3.5% |
| YTD | +9.8% | -21.1% | +30.9% | +9.3% |
| 1Y | +5.8% | -19.3% | +25.0% | +5.5% |
| All | +43.4% | -78.0% | +121.4% | +33.1% |
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