-21.3%
IT vs PLTD
-33.9%
+12.7%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +4.6% | -9.3% | -3.1% |
| 7D | -6.0% | +5.9% | -12.0% | -3.9% |
| 30D | 0.0% | -11.6% | +11.6% | -3.0% |
| 3M | +13.1% | -29.9% | +43.0% | +3.5% |
| 6M | +11.7% | -28.5% | +40.2% | +3.3% |
| YTD | -26.1% | -20.4% | -5.7% | -30.6% |
| 1Y | -21.3% | -33.3% | +12.0% | -18.3% |
| All | -21.3% | -33.9% | +12.7% | -18.3% |
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