-20.6%
JD vs PLTD
-77.7%
+57.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.5% | +3.0% | -3.0% |
| 7D | +7.9% | +4.2% | +3.7% | +8.4% |
| 30D | +4.8% | +20.8% | -16.1% | +7.0% |
| 3M | -13.9% | -2.6% | -11.4% | -14.0% |
| 6M | -5.8% | -33.1% | +27.3% | -9.0% |
| YTD | +2.4% | -20.0% | +22.5% | +2.5% |
| 1Y | -7.5% | -21.6% | +14.1% | -7.5% |
| All | -20.6% | -77.7% | +57.1% | -35.7% |
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