+2.7%
LQD vs PLTD
-77.5%
+80.2%
-6.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.2% |
| 7D | -1.6% | -4.8% | +3.1% | -1.7% |
| 30D | +0.5% | +16.9% | -16.3% | +0.7% |
| 3M | -2.3% | +2.6% | -4.9% | -2.3% |
| 6M | -3.1% | -36.2% | +33.2% | -3.4% |
| YTD | -3.0% | -19.4% | +16.4% | -3.1% |
| 1Y | -2.6% | -22.5% | +20.0% | -2.7% |
| All | +2.7% | -77.5% | +80.2% | +0.5% |
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