+27.9%
KEY vs PLTD
-77.7%
+105.7%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -5.5% | +8.2% | +2.0% |
| 7D | -0.4% | +4.2% | -4.6% | +0.3% |
| 30D | +7.2% | +20.8% | -13.6% | +10.0% |
| 3M | -4.9% | -2.6% | -2.3% | -4.9% |
| 6M | +1.1% | -33.1% | +34.1% | -2.7% |
| YTD | +6.8% | -20.0% | +26.8% | +7.2% |
| 1Y | +23.3% | -21.6% | +44.9% | +23.7% |
| All | +27.9% | -77.7% | +105.7% | +1.5% |
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