+40.0%
PATH vs PLTD
-33.9%
+73.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +4.6% | -21.3% | -14.3% |
| 7D | -16.3% | +5.9% | -22.2% | -13.2% |
| 30D | +9.9% | -11.6% | +21.5% | +5.9% |
| 3M | +30.2% | -29.9% | +60.1% | +18.3% |
| 6M | +37.2% | -28.5% | +65.8% | +29.9% |
| YTD | -7.3% | -20.4% | +13.1% | -5.4% |
| 1Y | +40.0% | -33.3% | +73.3% | +59.7% |
| All | +40.0% | -33.9% | +73.9% | +59.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling