+43.0%
GD vs PLTD
-77.7%
+120.7%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -5.5% | +7.8% | +1.9% |
| 7D | -3.0% | +4.2% | -7.3% | -2.7% |
| 30D | +9.3% | +20.8% | -11.5% | +10.8% |
| 3M | -7.2% | -2.6% | -4.6% | -7.2% |
| 6M | +5.5% | -33.1% | +38.5% | +3.4% |
| YTD | +9.5% | -20.0% | +29.5% | +9.1% |
| 1Y | +6.4% | -21.6% | +28.1% | +6.0% |
| All | +43.0% | -77.7% | +120.7% | +32.8% |
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