+62.9%
GM vs PLTD
-77.2%
+140.1%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.7% | -2.3% |
| 7D | -1.1% | -0.9% | -0.2% | -1.1% |
| 30D | -4.6% | +1.3% | -5.9% | -4.3% |
| 3M | +0.2% | -32.9% | +33.1% | -2.7% |
| 6M | +12.6% | -24.9% | +37.5% | +11.4% |
| YTD | +3.7% | -18.2% | +21.9% | +4.1% |
| 1Y | +45.6% | -28.7% | +74.3% | +43.9% |
| All | +62.9% | -77.2% | +140.1% | +39.7% |
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