+65.2%
GLDM vs PLTD
-77.8%
+143.0%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.6% | -5.5% | -0.7% |
| 7D | -0.5% | +5.9% | -6.5% | -0.2% |
| 30D | +4.4% | -11.6% | +16.0% | +3.9% |
| 3M | -1.1% | -29.9% | +28.9% | -2.2% |
| 6M | -13.7% | -28.5% | +14.9% | -14.5% |
| YTD | +2.8% | -20.4% | +23.2% | +1.8% |
| 1Y | +24.8% | -33.3% | +58.1% | +23.6% |
| All | +65.2% | -77.8% | +143.0% | +58.5% |
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 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