+6.3%
OMC vs PLTD
-77.7%
+84.0%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | +6.8% | +2.8% | +4.0% | +7.1% |
| 30D | +16.2% | +21.1% | -4.9% | +17.8% |
| 3M | +6.0% | -0.7% | +6.7% | +6.2% |
| 6M | +17.7% | -33.0% | +50.7% | +15.8% |
| YTD | +13.5% | -19.9% | +33.3% | +12.9% |
| 1Y | +27.2% | -13.9% | +41.1% | +27.3% |
| All | +6.3% | -77.7% | +84.0% | -4.5% |
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 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