+15.4%
IDXX vs PLTD
-76.9%
+92.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.4% | -0.4% |
| 7D | -5.7% | +4.2% | -10.0% | -5.3% |
| 30D | -11.5% | +0.7% | -12.3% | -11.3% |
| 3M | -9.5% | -32.4% | +22.8% | -12.4% |
| 6M | -16.0% | -26.2% | +10.2% | -17.5% |
| YTD | -25.4% | -17.0% | -8.4% | -25.5% |
| 1Y | -21.8% | -26.7% | +4.9% | -22.4% |
| All | +15.4% | -76.9% | +92.3% | +5.1% |
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 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