-8.8%
IT vs PLTD
-16.1%
+7.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.4% | -0.9% | +2.3% |
| 7D | -5.5% | +14.4% | -19.9% | -1.0% |
| 30D | +10.3% | +8.6% | +1.7% | +13.5% |
| 3M | +11.5% | -9.2% | +20.7% | +8.9% |
| 6M | +40.3% | -29.5% | +69.8% | +28.3% |
| YTD | -17.9% | -20.2% | +2.3% | -23.7% |
| 1Y | -8.8% | -16.5% | +7.7% | -15.0% |
| All | -8.8% | -16.1% | +7.3% | -15.0% |
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