+181.2%
GEV vs PLTD
-76.7%
+257.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.3% | -5.1% | -2.2% |
| 7D | -1.9% | +9.9% | -11.8% | +0.8% |
| 30D | -8.7% | +3.8% | -12.5% | -7.5% |
| 3M | +6.6% | -32.3% | +38.9% | -2.6% |
| 6M | +10.2% | -25.9% | +36.1% | +5.3% |
| YTD | +41.6% | -16.4% | +58.0% | +43.4% |
| 1Y | +43.9% | -25.2% | +69.0% | +43.2% |
| All | +181.2% | -76.7% | +257.9% | +92.8% |
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 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