+103.1%
GE vs PLTD
-78.0%
+181.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.4% | -3.9% | -3.4% |
| 7D | +5.1% | -9.8% | +14.9% | +3.7% |
| 30D | +7.6% | +18.9% | -11.4% | +10.4% |
| 3M | -9.3% | -4.2% | -5.1% | -9.5% |
| 6M | +11.5% | -34.8% | +46.4% | +6.8% |
| YTD | +7.9% | -21.1% | +29.0% | +8.1% |
| 1Y | +7.6% | -19.3% | +26.9% | +8.8% |
| All | +103.1% | -78.0% | +181.1% | +63.1% |
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