+23.7%
JBL vs PLTD
-16.1%
+39.8%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +2.4% | -7.2% | -4.5% |
| 7D | -11.1% | +14.4% | -25.6% | -9.3% |
| 30D | -14.1% | +8.6% | -22.7% | -12.6% |
| 3M | -23.9% | -9.2% | -14.7% | -24.0% |
| 6M | -24.1% | -29.5% | +5.4% | -25.2% |
| YTD | +13.5% | -20.2% | +33.7% | +14.8% |
| 1Y | +23.7% | -16.5% | +40.2% | +28.2% |
| All | +23.7% | -16.1% | +39.8% | +28.2% |
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