-19.9%
GEHC vs PLTD
-77.2%
+57.3%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.8% | -2.4% |
| 7D | -7.6% | -0.9% | -6.7% | -7.7% |
| 30D | -10.7% | +1.3% | -12.0% | -10.4% |
| 3M | -1.2% | -32.9% | +31.7% | -4.4% |
| 6M | -13.7% | -24.9% | +11.1% | -14.8% |
| YTD | -20.4% | -18.2% | -2.2% | -19.9% |
| 1Y | -17.0% | -28.7% | +11.7% | -18.1% |
| All | -19.9% | -77.2% | +57.3% | -31.7% |
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