+98.4%
GE vs PLTD
-76.4%
+174.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.2% | +5.9% | +2.3% |
| 7D | +7.1% | +13.7% | -6.6% | +9.1% |
| 30D | +6.5% | +18.4% | -12.0% | +9.2% |
| 3M | -13.6% | -7.5% | -6.1% | -14.2% |
| 6M | +6.0% | -31.3% | +37.3% | +2.1% |
| YTD | +5.4% | -15.4% | +20.8% | +6.6% |
| 1Y | +6.5% | -18.4% | +24.9% | +7.3% |
| All | +98.4% | -76.4% | +174.8% | +60.8% |
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