+72.7%
P vs PLTD
-77.5%
+150.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.2% | -4.1% | -1.1% |
| 7D | +11.6% | -4.8% | +16.4% | +9.8% |
| 30D | -23.7% | +16.9% | -40.5% | -17.9% |
| 3M | -8.0% | +2.6% | -10.6% | -4.5% |
| 6M | +27.9% | -36.2% | +64.1% | +16.9% |
| YTD | +61.2% | -19.4% | +80.6% | +65.4% |
| 1Y | +28.6% | -22.5% | +51.1% | +30.4% |
| All | +72.7% | -77.5% | +150.3% | +17.6% |
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