-11.7%
PAYX vs PLTD
-77.3%
+65.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.3% | -6.2% | -3.7% |
| 7D | -6.9% | +4.5% | -11.5% | -6.5% |
| 30D | -2.6% | -0.7% | -1.8% | -2.5% |
| 3M | +19.4% | -31.0% | +50.5% | +17.0% |
| 6M | +18.7% | -24.8% | +43.5% | +17.3% |
| YTD | +7.8% | -18.6% | +26.3% | +7.1% |
| 1Y | -9.9% | -31.8% | +21.9% | -11.4% |
| All | -11.7% | -77.3% | +65.6% | -20.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling