+127.1%
JBL vs PLTD
-76.7%
+203.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.3% | -5.0% | -2.2% |
| 7D | -1.0% | +9.9% | -10.9% | +1.1% |
| 30D | -15.1% | +3.8% | -18.9% | -14.1% |
| 3M | -14.0% | -32.3% | +18.2% | -19.8% |
| 6M | +20.6% | -25.9% | +46.5% | +16.5% |
| YTD | +32.9% | -16.4% | +49.3% | +33.8% |
| 1Y | +40.5% | -25.2% | +65.7% | +39.5% |
| All | +127.1% | -76.7% | +203.8% | +75.6% |
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