+49.5%
P vs PLTD
-75.6%
+125.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | +9.5% | -25.9% | -12.9% |
| 7D | -31.9% | +25.1% | -57.0% | -25.4% |
| 30D | -36.5% | +21.0% | -57.6% | -30.7% |
| 3M | +11.6% | -2.9% | +14.5% | +14.1% |
| 6M | +25.2% | -27.8% | +53.0% | +19.7% |
| YTD | +39.4% | -12.6% | +52.0% | +47.1% |
| 1Y | -3.7% | -9.8% | +6.2% | +4.0% |
| All | +49.5% | -75.6% | +125.1% | +4.6% |
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