+63.1%
P vs PLTD
-77.7%
+140.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | -13.3% | +2.8% | -16.1% | -11.6% |
| 30D | -34.0% | +21.1% | -55.1% | -28.1% |
| 3M | +4.1% | -0.7% | +4.8% | +6.8% |
| 6M | +30.5% | -33.0% | +63.4% | +21.6% |
| YTD | +52.2% | -19.9% | +72.1% | +55.8% |
| 1Y | +10.3% | -13.9% | +24.2% | +17.0% |
| All | +63.1% | -77.7% | +140.8% | +10.8% |
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