+20.3%
JPM vs PLTD
-33.9%
+54.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.6% | -5.6% | -0.7% |
| 7D | +0.3% | +5.9% | -5.6% | +0.6% |
| 30D | -0.2% | -11.6% | +11.4% | -0.7% |
| 3M | +15.9% | -29.9% | +45.8% | +14.5% |
| 6M | +20.9% | -28.5% | +49.5% | +20.2% |
| YTD | +12.9% | -20.4% | +33.3% | +12.8% |
| 1Y | +20.3% | -33.3% | +53.6% | +16.6% |
| All | +20.3% | -33.9% | +54.2% | +16.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling