+15.2%
JD vs PLTD
-30.7%
+45.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.6% | -2.8% | +2.0% |
| 7D | -1.7% | +5.9% | -7.6% | -1.5% |
| 30D | -13.2% | -11.6% | -1.5% | -13.5% |
| 3M | -3.2% | -29.9% | +26.8% | -4.8% |
| 6M | +15.2% | -28.5% | +43.8% | +16.0% |
| All | +15.2% | -30.7% | +45.9% | +16.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling