+16.1%
MAR vs PLTD
-77.2%
+93.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.5% | +0.9% |
| 7D | -0.5% | -0.9% | +0.4% | -0.5% |
| 30D | -4.7% | +1.3% | -6.0% | -4.5% |
| 3M | -15.6% | -32.9% | +17.3% | -17.7% |
| 6M | +1.2% | -24.9% | +26.1% | +0.3% |
| YTD | +7.5% | -18.2% | +25.7% | +8.3% |
| 1Y | +26.6% | -28.7% | +55.3% | +24.9% |
| All | +16.1% | -77.2% | +93.3% | -3.0% |
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