+35.8%
GFS vs PLTD
-33.9%
+69.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.6% | -3.1% | +1.8% |
| 7D | +1.0% | +5.9% | -4.9% | +1.4% |
| 30D | -8.6% | -11.6% | +3.0% | -9.2% |
| 3M | -46.5% | -29.9% | -16.6% | -46.8% |
| 6M | -4.8% | -28.5% | +23.7% | -5.0% |
| YTD | +29.7% | -20.4% | +50.1% | +33.4% |
| 1Y | +35.8% | -33.3% | +69.1% | +49.3% |
| All | +35.8% | -33.9% | +69.8% | +49.3% |
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