+55.7%
LLY vs PLTD
-33.9%
+89.6%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.6% | -5.5% | -1.0% |
| 7D | -2.1% | +5.9% | -8.1% | -2.3% |
| 30D | -1.6% | -11.6% | +10.0% | -1.3% |
| 3M | +2.3% | -29.9% | +32.2% | +2.6% |
| 6M | +14.9% | -28.5% | +43.4% | +14.8% |
| YTD | +7.5% | -20.4% | +27.9% | +8.1% |
| 1Y | +55.7% | -33.3% | +88.9% | +48.8% |
| All | +55.7% | -33.9% | +89.6% | +48.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling