+54.8%
P vs PLTD
-76.4%
+131.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.2% | +6.7% | +2.4% |
| 7D | -23.8% | +13.7% | -37.6% | -19.4% |
| 30D | -36.6% | +18.4% | -55.1% | -31.3% |
| 3M | +10.9% | -7.5% | +18.3% | +11.5% |
| 6M | +30.0% | -31.3% | +61.3% | +22.0% |
| YTD | +44.4% | -15.4% | +59.8% | +50.6% |
| 1Y | +3.9% | -18.4% | +22.3% | +7.7% |
| All | +54.8% | -76.4% | +131.2% | +7.1% |
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