+1.7%
GEN vs PLTD
-32.3%
+34.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.3% | -5.1% | -2.3% |
| 7D | -0.7% | +4.5% | -5.2% | +0.3% |
| 30D | +2.6% | -0.7% | +3.4% | +2.9% |
| 3M | +15.8% | -31.0% | +46.8% | +10.6% |
| 6M | +33.1% | -24.8% | +58.0% | +30.0% |
| YTD | +11.3% | -18.6% | +29.9% | +8.7% |
| 1Y | +1.7% | -31.8% | +33.5% | 0.0% |
| All | +1.7% | -32.3% | +34.0% | 0.0% |
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