+35.5%
NDAQ vs PLTD
-76.4%
+111.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.2% | +3.5% | -0.1% |
| 7D | +0.8% | +13.7% | -12.9% | +2.5% |
| 30D | +16.5% | +18.4% | -1.9% | +19.1% |
| 3M | +13.5% | -7.5% | +21.0% | +12.9% |
| 6M | +20.9% | -31.3% | +52.2% | +17.5% |
| YTD | +11.4% | -15.4% | +26.8% | +11.9% |
| 1Y | +25.9% | -18.4% | +44.3% | +26.1% |
| All | +35.5% | -76.4% | +111.9% | +15.5% |
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