-9.1%
GIS vs PLTD
-30.7%
+21.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +4.6% | -7.1% | -2.2% |
| 7D | -7.8% | +5.9% | -13.8% | -7.4% |
| 30D | +6.6% | -11.6% | +18.2% | +6.0% |
| 3M | +21.0% | -29.9% | +50.9% | +18.5% |
| 6M | -9.1% | -28.5% | +19.5% | -10.3% |
| All | -9.1% | -30.7% | +21.6% | -10.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling