-46.1%
LII vs PLTD
-77.7%
+31.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.5% | +7.7% | +1.8% |
| 7D | -1.2% | +4.2% | -5.4% | -0.8% |
| 30D | -2.0% | +20.8% | -22.8% | -0.4% |
| 3M | -20.2% | -2.6% | -17.7% | -20.2% |
| 6M | -32.5% | -33.1% | +0.5% | -33.9% |
| YTD | -27.4% | -20.0% | -7.3% | -27.1% |
| 1Y | -28.2% | -21.6% | -6.5% | -27.9% |
| All | -46.1% | -77.7% | +31.6% | -53.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling