+32.5%
KEY vs PLTD
-77.8%
+110.4%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.6% | -4.4% | +0.9% |
| 7D | +2.2% | +5.9% | -3.7% | +3.0% |
| 30D | -3.0% | -11.6% | +8.6% | -4.4% |
| 3M | +3.3% | -29.9% | +33.3% | -0.1% |
| 6M | +9.2% | -28.5% | +37.7% | +6.5% |
| YTD | +10.6% | -20.4% | +31.0% | +10.7% |
| 1Y | +20.4% | -33.3% | +53.7% | +16.9% |
| All | +32.5% | -77.8% | +110.4% | +4.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling