+89.5%
JBL vs PLTD
-77.7%
+167.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -5.5% | +11.1% | +4.3% |
| 7D | -5.2% | +4.2% | -9.4% | -3.8% |
| 30D | -17.5% | +20.8% | -38.4% | -13.1% |
| 3M | -26.0% | -2.6% | -23.4% | -25.4% |
| 6M | -28.9% | -33.1% | +4.2% | -32.8% |
| YTD | +10.8% | -20.0% | +30.9% | +11.7% |
| 1Y | +18.3% | -21.6% | +40.0% | +19.4% |
| All | +89.5% | -77.7% | +167.2% | +46.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling