+9.4%
GEHC vs PLTD
-16.7%
+26.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -0.9% |
| 7D | -2.3% | -9.8% | +7.5% | -2.5% |
| 30D | +19.0% | +18.9% | +0.1% | +19.5% |
| 3M | +13.3% | -4.2% | +17.5% | +13.2% |
| 6M | +31.5% | -34.8% | +66.4% | +30.9% |
| YTD | 0.0% | -21.1% | +21.1% | +1.2% |
| 1Y | +9.4% | -19.3% | +28.6% | +11.4% |
| All | +9.4% | -16.7% | +26.1% | +11.4% |
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