-8.4%
LOW vs PLTD
-78.1%
+69.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | -0.3% |
| 7D | +1.0% | -1.6% | +2.5% | +0.9% |
| 30D | +25.6% | +18.5% | +7.1% | +26.3% |
| 3M | +5.3% | -2.4% | +7.8% | +5.2% |
| 6M | +3.7% | -34.6% | +38.3% | +2.5% |
| YTD | -1.9% | -21.4% | +19.6% | -2.1% |
| 1Y | +0.6% | -16.8% | +17.3% | +0.7% |
| All | -8.4% | -78.1% | +69.7% | -15.3% |
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