-5.3%
GFS vs PLTD
-77.5%
+72.2%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.2% | -4.9% | -2.3% |
| 7D | +7.4% | -4.8% | +12.1% | +6.6% |
| 30D | -15.3% | +16.9% | -32.1% | -12.7% |
| 3M | -21.1% | +2.6% | -23.7% | -20.1% |
| 6M | -44.5% | -36.2% | -8.2% | -46.8% |
| YTD | +19.2% | -19.4% | +38.6% | +20.9% |
| 1Y | +27.2% | -22.5% | +49.8% | +28.3% |
| All | -5.3% | -77.5% | +72.2% | -24.7% |
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