+133.0%
JBL vs PLTD
-77.8%
+210.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.6% | -3.1% | +2.6% |
| 7D | +3.0% | +5.9% | -2.9% | +4.5% |
| 30D | -8.3% | -11.6% | +3.3% | -10.5% |
| 3M | -16.9% | -29.9% | +13.0% | -21.6% |
| 6M | +21.8% | -28.5% | +50.3% | +16.6% |
| YTD | +36.3% | -20.4% | +56.7% | +35.7% |
| 1Y | +49.5% | -33.3% | +82.8% | +44.0% |
| All | +133.0% | -77.8% | +210.8% | +78.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling