-37.4%
GIS vs PLTD
-77.3%
+39.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.3% | -3.9% | -1.6% |
| 7D | -8.3% | +4.5% | -12.8% | -8.4% |
| 30D | +2.2% | -0.7% | +2.9% | +2.2% |
| 3M | +15.7% | -31.0% | +46.7% | +16.5% |
| 6M | -12.0% | -24.8% | +12.9% | -12.0% |
| YTD | -15.0% | -18.6% | +3.6% | -15.4% |
| 1Y | -20.1% | -31.8% | +11.7% | -20.1% |
| All | -37.4% | -77.3% | +39.9% | -37.0% |
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