+70.6%
GOOG vs PLTD
-77.2%
+147.8%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -2.0% |
| 7D | -1.6% | -0.9% | -0.6% | -1.6% |
| 30D | -7.7% | +1.3% | -9.0% | -7.3% |
| 3M | -9.3% | -32.9% | +23.6% | -13.5% |
| 6M | +7.4% | -24.9% | +32.3% | +5.3% |
| YTD | +4.9% | -18.2% | +23.1% | +5.1% |
| 1Y | +37.2% | -28.7% | +65.9% | +35.2% |
| All | +70.6% | -77.2% | +147.8% | +36.6% |
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