+3.9%
OMC vs PLTD
-78.0%
+81.9%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.3% |
| 7D | -0.3% | -9.8% | +9.5% | -0.9% |
| 30D | +10.6% | +18.9% | -8.3% | +12.1% |
| 3M | +2.6% | -4.2% | +6.8% | +2.5% |
| 6M | +16.6% | -34.8% | +51.4% | +14.5% |
| YTD | +10.9% | -21.1% | +32.0% | +10.3% |
| 1Y | +22.1% | -19.3% | +41.3% | +21.7% |
| All | +3.9% | -78.0% | +81.9% | -6.7% |
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 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