-46.4%
LII vs PLTD
-77.7%
+31.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | +0.4% | +2.8% | -2.4% | +0.7% |
| 30D | -2.4% | +21.1% | -23.5% | -0.8% |
| 3M | -17.5% | -0.7% | -16.8% | -17.3% |
| 6M | -32.8% | -33.0% | +0.1% | -34.2% |
| YTD | -27.7% | -19.9% | -7.8% | -27.4% |
| 1Y | -28.1% | -13.9% | -14.2% | -27.1% |
| All | -46.4% | -77.7% | +31.3% | -53.8% |
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