+19.0%
O vs PLTD
-76.4%
+95.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.2% | +2.4% | -0.7% |
| 7D | +3.7% | +13.7% | -10.0% | +3.5% |
| 30D | +11.2% | +18.4% | -7.2% | +10.9% |
| 3M | -4.0% | -7.5% | +3.5% | -4.0% |
| 6M | -5.2% | -31.3% | +26.1% | -5.1% |
| YTD | +9.5% | -15.4% | +24.9% | +9.8% |
| 1Y | +10.6% | -18.4% | +29.0% | +10.8% |
| All | +19.0% | -76.4% | +95.4% | +15.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling