-22.5%
GTLB vs PLTD
-78.0%
+55.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | +0.1% |
| 7D | -3.5% | -9.8% | +6.3% | -6.9% |
| 30D | -9.0% | +18.9% | -27.9% | -2.4% |
| 3M | +15.9% | -4.2% | +20.1% | +15.9% |
| 6M | +104.9% | -34.8% | +139.7% | +88.0% |
| YTD | +26.0% | -21.1% | +47.1% | +26.3% |
| 1Y | +1.8% | -19.3% | +21.0% | +3.3% |
| All | -22.5% | -78.0% | +55.5% | -46.5% |
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 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