-24.1%
GTLB vs PLTD
-77.2%
+53.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.6% |
| 7D | -6.6% | -0.9% | -5.6% | -6.8% |
| 30D | +13.7% | +1.3% | +12.4% | +14.7% |
| 3M | +52.9% | -32.9% | +85.8% | +38.1% |
| 6M | +88.5% | -24.9% | +113.4% | +82.4% |
| YTD | +23.4% | -18.2% | +41.7% | +23.9% |
| 1Y | -3.8% | -28.7% | +24.9% | -6.2% |
| All | -24.1% | -77.2% | +53.1% | -47.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling