+3.7%
LQD vs PLTU
+140.2%
-136.5%
-4.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.2% |
| 7D | 0.0% | -0.8% | +0.7% | 0.0% |
| 30D | -0.2% | -8.8% | +8.6% | -0.2% |
| 3M | -1.7% | +41.7% | -43.3% | -2.0% |
| 6M | -2.7% | -9.3% | +6.6% | -2.9% |
| YTD | -1.4% | -35.2% | +33.8% | -1.5% |
| 1Y | -1.0% | -29.5% | +28.5% | -1.2% |
| All | +3.7% | +140.2% | -136.5% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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