+52.1%
GS vs PLTD
-75.6%
+127.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +9.5% | -15.9% | -4.5% |
| 7D | -6.3% | +25.1% | -31.4% | -2.0% |
| 30D | -3.1% | +21.0% | -24.2% | +0.9% |
| 3M | -17.7% | -2.9% | -14.7% | -17.4% |
| 6M | -4.6% | -27.8% | +23.2% | -7.8% |
| YTD | +0.3% | -12.6% | +12.9% | +2.3% |
| 1Y | +11.7% | -9.8% | +21.6% | +15.5% |
| All | +52.1% | -75.6% | +127.7% | +19.3% |
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