+9.8%
O vs PLTD
-16.7%
+26.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.5% |
| 7D | -0.4% | -9.8% | +9.3% | +0.1% |
| 30D | +8.3% | +18.9% | -10.6% | +7.3% |
| 3M | -4.0% | -4.2% | +0.3% | -4.0% |
| 6M | -2.6% | -34.8% | +32.2% | -1.6% |
| YTD | +9.9% | -21.1% | +31.0% | +9.4% |
| 1Y | +9.8% | -19.3% | +29.1% | +9.3% |
| All | +9.8% | -16.7% | +26.5% | +9.3% |
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