-5.7%
ON vs PLTD
-76.4%
+70.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.7% | 0.0% |
| 7D | -11.7% | +13.7% | -25.4% | -9.6% |
| 30D | -23.3% | +18.4% | -41.7% | -20.8% |
| 3M | -19.2% | -7.5% | -11.7% | -19.3% |
| 6M | -40.1% | -31.3% | -8.8% | -42.1% |
| YTD | +16.9% | -15.4% | +32.3% | +20.0% |
| 1Y | +29.7% | -18.4% | +48.2% | +32.6% |
| All | -5.7% | -76.4% | +70.8% | -32.7% |
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 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