-11.8%
GFS vs PLTD
-76.4%
+64.6%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.2% | +9.4% | +5.7% |
| 7D | -7.8% | +13.7% | -21.6% | -5.7% |
| 30D | -19.7% | +18.4% | -38.1% | -17.0% |
| 3M | -23.1% | -7.5% | -15.7% | -23.2% |
| 6M | -46.4% | -31.3% | -15.1% | -48.0% |
| YTD | +11.0% | -15.4% | +26.4% | +13.4% |
| 1Y | +12.6% | -18.4% | +31.1% | +14.8% |
| All | -11.8% | -76.4% | +64.6% | -29.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling