+174.0%
PBF vs PLTD
-77.2%
+251.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.3% |
| 7D | +1.4% | -0.9% | +2.3% | +1.3% |
| 30D | +15.8% | +1.3% | +14.5% | +16.2% |
| 3M | +90.3% | -32.9% | +123.1% | +83.9% |
| 6M | +102.8% | -24.9% | +127.7% | +100.3% |
| YTD | +187.3% | -18.2% | +205.6% | +188.5% |
| 1Y | +161.8% | -28.7% | +190.5% | +157.8% |
| All | +174.0% | -77.2% | +251.2% | +125.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling