+84.7%
LLY vs PLTD
-78.0%
+162.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.7% |
| 7D | +4.6% | -9.8% | +14.3% | +4.0% |
| 30D | +22.4% | +18.9% | +3.4% | +23.6% |
| 3M | +17.1% | -4.2% | +21.4% | +16.9% |
| 6M | +44.6% | -34.8% | +79.5% | +41.5% |
| YTD | +33.5% | -21.1% | +54.6% | +33.9% |
| 1Y | +41.1% | -19.3% | +60.4% | +42.3% |
| All | +84.7% | -78.0% | +162.7% | +61.9% |
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