+195.7%
GEV vs PLTD
-77.3%
+273.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.3% | +0.8% | +3.8% |
| 7D | +8.1% | +4.5% | +3.6% | +9.6% |
| 30D | -1.9% | -0.7% | -1.2% | -1.9% |
| 3M | +4.1% | -31.0% | +35.1% | -4.1% |
| 6M | +23.2% | -24.8% | +48.0% | +18.6% |
| YTD | +48.9% | -18.6% | +67.4% | +49.7% |
| 1Y | +62.2% | -31.8% | +94.0% | +56.1% |
| All | +195.7% | -77.3% | +273.0% | +101.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling