-7.5%
GFS vs PLTD
-77.7%
+70.2%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -5.5% | +10.4% | +4.0% |
| 7D | -3.1% | +4.2% | -7.4% | -2.2% |
| 30D | -16.0% | +20.8% | -36.9% | -13.1% |
| 3M | -24.7% | -2.6% | -22.1% | -24.4% |
| 6M | -45.1% | -33.1% | -12.0% | -47.0% |
| YTD | +16.5% | -20.0% | +36.5% | +17.9% |
| 1Y | +19.3% | -21.6% | +41.0% | +21.0% |
| All | -7.5% | -77.7% | +70.2% | -26.5% |
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