-22.8%
GTLB vs PLTD
-77.3%
+54.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +2.3% | -7.7% | -4.6% |
| 7D | +4.6% | +4.5% | 0.0% | +6.2% |
| 30D | +21.0% | -0.7% | +21.7% | +21.2% |
| 3M | +51.7% | -31.0% | +82.8% | +38.5% |
| 6M | +89.3% | -24.8% | +114.1% | +83.2% |
| YTD | +25.6% | -18.6% | +44.2% | +25.9% |
| 1Y | -1.5% | -31.8% | +30.3% | -5.4% |
| All | -22.8% | -77.3% | +54.5% | -46.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling