+24.7%
PATH vs PLTD
-28.5%
+53.3%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.4% | +0.5% | +4.1% |
| 7D | -4.8% | +14.4% | -19.2% | +2.0% |
| 30D | +2.7% | +8.6% | -6.0% | +7.7% |
| 3M | -4.2% | -9.2% | +5.0% | -5.5% |
| 6M | +24.7% | -29.5% | +54.3% | +19.0% |
| All | +24.7% | -28.5% | +53.3% | +19.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling