+94.2%
JBL vs PLTD
-78.1%
+172.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.9% | +5.6% | +3.2% |
| 7D | +0.1% | -1.6% | +1.7% | +0.2% |
| 30D | -17.0% | +18.5% | -35.5% | -13.0% |
| 3M | -27.4% | -2.4% | -25.0% | -26.8% |
| 6M | -29.1% | -34.6% | +5.5% | -33.4% |
| YTD | +13.6% | -21.4% | +35.1% | +14.1% |
| 1Y | +22.8% | -16.8% | +39.5% | +26.2% |
| All | +94.2% | -78.1% | +172.3% | +49.7% |
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