-3.5%
IR vs PLTD
-33.9%
+30.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.6% | -3.4% | +1.4% |
| 7D | -2.8% | +5.9% | -8.8% | -2.7% |
| 30D | -15.1% | -11.6% | -3.5% | -15.3% |
| 3M | +6.1% | -29.9% | +36.0% | +5.7% |
| 6M | -16.8% | -28.5% | +11.7% | -17.0% |
| YTD | -3.5% | -20.4% | +16.9% | -3.7% |
| 1Y | -3.5% | -33.3% | +29.8% | -2.2% |
| All | -3.5% | -33.9% | +30.4% | -2.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling