+133.6%
JBL vs PLTD
-77.2%
+210.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.2% |
| 7D | +4.0% | -0.9% | +4.9% | +3.9% |
| 30D | -7.5% | +1.3% | -8.8% | -7.0% |
| 3M | -14.1% | -32.9% | +18.8% | -19.9% |
| 6M | +25.9% | -24.9% | +50.8% | +22.1% |
| YTD | +36.7% | -18.2% | +54.9% | +36.9% |
| 1Y | +49.0% | -28.7% | +77.7% | +46.0% |
| All | +133.6% | -77.2% | +210.8% | +79.7% |
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 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