-13.3%
KMB vs PLTD
-77.8%
+64.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.6% | -6.2% | -1.7% |
| 7D | -3.0% | +5.9% | -9.0% | -3.2% |
| 30D | -5.5% | -11.6% | +6.1% | -5.2% |
| 3M | +14.0% | -29.9% | +43.9% | +14.6% |
| 6M | +4.1% | -28.5% | +32.6% | +4.3% |
| YTD | +8.0% | -20.4% | +28.4% | +7.7% |
| 1Y | -13.7% | -33.3% | +19.5% | -13.7% |
| All | -13.3% | -77.8% | +64.5% | -12.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling