+103.6%
GE vs PLTD
-77.5%
+181.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -1.9% | +0.6% |
| 7D | +2.7% | -4.8% | +7.4% | +2.0% |
| 30D | +8.1% | +16.9% | -8.8% | +10.7% |
| 3M | -7.9% | +2.6% | -10.5% | -7.1% |
| 6M | +12.9% | -36.2% | +49.1% | +7.6% |
| YTD | +8.2% | -19.4% | +27.6% | +8.7% |
| 1Y | +9.7% | -22.5% | +32.2% | +9.6% |
| All | +103.6% | -77.5% | +181.2% | +64.1% |
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 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