+70.7%
GM vs PLTD
-77.8%
+148.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | +1.3% |
| 7D | +1.9% | +5.9% | -4.0% | +2.6% |
| 30D | -1.4% | -11.6% | +10.2% | -2.4% |
| 3M | +5.9% | -29.9% | +35.8% | +3.4% |
| 6M | +12.4% | -28.5% | +40.9% | +10.5% |
| YTD | +8.6% | -20.4% | +29.0% | +8.8% |
| 1Y | +52.6% | -33.3% | +85.9% | +49.5% |
| All | +70.7% | -77.8% | +148.5% | +46.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling