+21.9%
GE vs PLTD
-32.3%
+54.2%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -3.0% | -0.5% |
| 7D | +1.2% | +4.5% | -3.4% | +1.5% |
| 30D | -9.5% | -0.7% | -8.8% | -9.5% |
| 3M | +4.1% | -31.0% | +35.2% | +2.1% |
| 6M | +3.9% | -24.8% | +28.8% | +3.5% |
| YTD | +9.0% | -18.6% | +27.6% | +11.2% |
| 1Y | +21.9% | -31.8% | +53.7% | +19.5% |
| All | +21.9% | -32.3% | +54.2% | +19.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling