+3.4%
LQD vs PLTD
-76.7%
+80.1%
-4.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.3% | -3.2% | -0.9% |
| 7D | -1.1% | +9.9% | -11.0% | -1.0% |
| 30D | -1.1% | +3.8% | -4.9% | -1.1% |
| 3M | -2.3% | -32.3% | +29.9% | -2.7% |
| 6M | -2.9% | -25.9% | +23.0% | -3.1% |
| YTD | -2.3% | -16.4% | +14.1% | -2.4% |
| 1Y | -2.2% | -25.2% | +23.0% | -2.3% |
| All | +3.4% | -76.7% | +80.1% | +1.2% |
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