+76.6%
PAAS vs PLTD
-78.1%
+154.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.7% | -5.4% | -7.5% |
| 7D | -5.2% | -1.6% | -3.6% | -5.3% |
| 30D | -13.9% | +18.5% | -32.4% | -10.6% |
| 3M | -23.8% | -2.4% | -21.3% | -23.6% |
| 6M | -36.4% | -34.6% | -1.8% | -39.8% |
| YTD | -23.4% | -21.4% | -1.9% | -23.8% |
| 1Y | +5.6% | -16.8% | +22.4% | +6.2% |
| All | +76.6% | -78.1% | +154.7% | +47.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling