+10.0%
JPM vs PLTD
-18.6%
+28.7%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -5.5% | +7.8% | +2.0% |
| 7D | +0.4% | +4.2% | -3.8% | +0.7% |
| 30D | +2.7% | +20.8% | -18.1% | +3.6% |
| 3M | -3.8% | -2.6% | -1.3% | -3.9% |
| 6M | +14.3% | -33.1% | +47.4% | +12.7% |
| YTD | +8.2% | -20.0% | +28.2% | +8.3% |
| All | +10.0% | -18.6% | +28.7% | +12.4% |
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