-18.4%
GTLB vs PLTD
-77.8%
+59.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.6% | -3.6% | +2.7% |
| 7D | +11.1% | +5.9% | +5.1% | +13.3% |
| 30D | +37.8% | -11.6% | +49.4% | +33.0% |
| 3M | +61.6% | -29.9% | +91.5% | +48.4% |
| 6M | +98.9% | -28.5% | +127.5% | +89.2% |
| YTD | +32.8% | -20.4% | +53.2% | +32.0% |
| 1Y | +14.7% | -33.3% | +47.9% | +9.3% |
| All | -18.4% | -77.8% | +59.5% | -44.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling