+67.5%
GM vs PLTD
-76.7%
+144.2%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.3% | +0.6% | +3.0% |
| 7D | -1.1% | +9.9% | -11.0% | -0.1% |
| 30D | -3.4% | +3.8% | -7.2% | -2.9% |
| 3M | +8.7% | -32.3% | +41.0% | +5.6% |
| 6M | +15.4% | -25.9% | +41.3% | +13.9% |
| YTD | +6.6% | -16.4% | +23.0% | +7.3% |
| 1Y | +51.5% | -25.2% | +76.6% | +50.7% |
| All | +67.5% | -76.7% | +144.2% | +44.0% |
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 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