-63.0%
IT vs PLTD
-76.4%
+13.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.2% | -0.8% | -4.6% |
| 7D | -16.9% | +13.7% | -30.7% | -14.7% |
| 30D | +2.3% | +18.4% | -16.1% | +5.9% |
| 3M | +2.9% | -7.5% | +10.3% | +2.3% |
| 6M | +25.9% | -31.3% | +57.2% | +21.4% |
| YTD | -24.6% | -15.4% | -9.3% | -26.0% |
| 1Y | -16.0% | -18.4% | +2.4% | -17.7% |
| All | -63.0% | -76.4% | +13.4% | -67.9% |
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