+1.3%
NDAQ vs PLTD
-32.3%
+33.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.3% | -4.2% | -1.7% |
| 7D | -2.6% | +4.5% | -7.1% | -2.1% |
| 30D | +0.5% | -0.7% | +1.2% | +0.6% |
| 3M | +9.9% | -31.0% | +41.0% | +7.4% |
| 6M | +8.2% | -24.8% | +33.0% | +6.7% |
| YTD | -1.5% | -18.6% | +17.1% | -3.0% |
| 1Y | +1.3% | -31.8% | +33.1% | +2.7% |
| All | +1.3% | -32.3% | +33.6% | +2.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling