+90.7%
JBL vs PLTD
-77.5%
+168.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.2% | -4.4% | -1.7% |
| 7D | +6.3% | -4.8% | +11.1% | +5.2% |
| 30D | -13.5% | +16.9% | -30.3% | -9.5% |
| 3M | -31.3% | +2.6% | -34.0% | -30.0% |
| 6M | -28.4% | -36.2% | +7.8% | -33.3% |
| YTD | +11.6% | -19.4% | +31.0% | +12.7% |
| 1Y | +26.1% | -22.5% | +48.7% | +26.4% |
| All | +90.7% | -77.5% | +168.3% | +48.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling