+39.9%
GD vs PLTD
-76.4%
+116.3%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.5% | -0.9% |
| 7D | -5.0% | +13.7% | -18.7% | -4.1% |
| 30D | +8.9% | +18.4% | -9.5% | +10.2% |
| 3M | -8.0% | -7.5% | -0.6% | -8.4% |
| 6M | +2.9% | -31.3% | +34.2% | +1.0% |
| YTD | +7.1% | -15.4% | +22.5% | +7.0% |
| 1Y | +5.9% | -18.4% | +24.3% | +5.8% |
| All | +39.9% | -76.4% | +116.3% | +30.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling