+72.9%
PBR vs PLTD
-16.1%
+89.1%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +2.4% | -9.4% | -7.1% |
| 7D | -11.0% | +14.4% | -25.4% | -11.5% |
| 30D | -18.8% | +8.6% | -27.4% | -19.1% |
| 3M | +7.8% | -9.2% | +17.0% | +8.1% |
| 6M | -7.6% | -29.5% | +21.9% | -6.0% |
| YTD | +72.7% | -20.2% | +92.9% | +75.6% |
| 1Y | +72.9% | -16.5% | +89.5% | +77.5% |
| All | +72.9% | -16.1% | +89.1% | +77.5% |
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