+26.4%
P vs PLTD
-33.9%
+60.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.6% | -3.3% | +2.5% |
| 7D | +6.5% | +5.9% | +0.6% | +8.2% |
| 30D | +18.8% | -11.6% | +30.4% | +15.8% |
| 3M | +26.7% | -29.9% | +56.7% | +20.2% |
| 6M | +62.2% | -28.5% | +90.7% | +58.2% |
| YTD | +48.5% | -20.4% | +68.9% | +50.5% |
| 1Y | +26.4% | -33.3% | +59.7% | +25.7% |
| All | +26.4% | -33.9% | +60.3% | +25.7% |
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 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